Zach Goldberg, CFP
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Zach Goldberg, CFP

Senior Vice President–Wealth Management

I began my career in one of the equity market’s most tumultuous years on record, 2007. I have helped clients manage their wealth throughout good times and bad.

Personal & Community

  • Active interest in photography, travel, cooking, improv and hiking
  • Family of five including two active college students and a French Bulldog
Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Zach Goldberg, CFP

Education

  • B.A. Business Leadership, University of Puget Sound
  • B.A. Psychology, University of Puget Sound
  • Second City Conservatory Program (Improvisational Theater)

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager

Zach Goldberg, CFP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Alternative investments
Structured products
Business Owners

Zach Goldberg, CFP

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Zach Goldberg, CFP is also part of:
Soundview Group

zach.goldberg@ubs.com
Zach Goldberg, CFP
225 108th Avenue NE,Bellevue,WA,98004

Zach Goldberg, CFP

Senior Vice President–Wealth Management

I began my career in one of the equity market’s most tumultuous years on record, 2007. I have helped clients manage their wealth throughout good times and bad.

Personal & Community

  • Active interest in photography, travel, cooking, improv and hiking
  • Family of five including two active college students and a French Bulldog
Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Education

  • B.A. Business Leadership, University of Puget Sound
  • B.A. Psychology, University of Puget Sound
  • Second City Conservatory Program (Improvisational Theater)

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Alternative investments
Structured products
Business Owners
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Zach Goldberg, CFP is also part of:
Soundview Group

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