Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Sahale

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

StBarts

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
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MD
  • ME
  • 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

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Alternative investments
Structured products
Business Owners
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2330

Email Me

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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