Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu Email and Phone Number
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu work email
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Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu personal email
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu phone numbers
I have two professional roles that are closely integrated with one another. I am the Vice President of Insurance & Advanced Planning at Advisory Resource Group, a full service life insurance BGA and annuity IMO, as well as a nationally recognized independent OSJ. We serve as the backend support to approximately 25 member firms, helping them better serve their financial planning clients and grow their practices, while most importantly helping them to work less and have more fun. I am also a 15+ year comprehensive financial planner with Pacific Capital Resource Group, Inc., a relationship-based financial services firm in Bellevue, WA, We are recognized for quality advice, effective implementation, and superior service. PCRG is one of Advisory Resource Group's Pacific Northwest-based member firms. My knowledge of both advanced business planning and estate planning has made me a sought after advisor for high net-worth families. I also remain true to the niche that launched me into my career, and a personal passion of mine, working with the Pacific Northwest video game design community. LEGAL DISCLOSURES:CFP ® - CERTIFIED FINANCIAL PLANNER™ ChFC ® - Chartered Financial ConsultantCLU ® - Chartered Life UnderwriterSecurities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.pcrg.com for full disclosures. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. PCRG headquarters: 10900 NE 4th Street, Suite 2300, #2413, Bellevue, WA 98004, 425-658-0530, www.pcrg.comCA Insurance # 0H30520Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.
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Vice PresidentPacific Capital Resource GroupSeattle, Wa, Us
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Vice President - Insurance & Advanced PlanningAdvisory Resource Group Llc Jan 2023 - PresentBellevue, Washington, United StatesI support ARG and our advisors in all aspects of processing, growing volume, and elevating our insurance & annuity business. As a firm, we work to stay on the forefront of planning opportunities, reacting quickly to changes in the legislative and product environment. In doing so, we maximize the value for our advisors, member firms, and clients in a competitive landscape. I manage our processing team to ensure a smooth underwriting process with all carriers and to expedite case feedback to our advisors. I work in tandem with our advisors to develop illustration skills and educate on advanced case design, helping them to expand into new markets, including business planning, estate planning, modern retirement income design, and premium finance. I manage the onboarding process for our experienced insurance producers, as well as help our advisors with investment-based backgrounds to discover how to integrate holistic planning into their work. I also love to educate the public on small business planning, estate planning, and tax mitigation strategies. -
Vice PresidentPacific Capital Resource Group Dec 2013 - PresentI work with individuals and local businesses, helping in areas such as retirement planning, estate planning, college funding, insurance, investments*, professional money management*, asset allocation*, and executive planning. Focusing on the unique needs of small business owners and affluent families, my specific areas of specialization include:• Advanced tax sheltering strategies for highly compensated individuals• Risk management and efficient business succession planning • Individual estate and wealth transfer planningI also remain true to the niche that launched me into my career, and a personal passion of mine, working with the Pacific Northwest video game design community. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.pcrg.com for full disclosures. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.CA Insurance # 0H30520
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Financial AdvisorPacific Capital Resource Group Jul 2008 - PresentSee summary above.
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Account ManagerKotis Design Jun 2007 - May 2008Sold promotional products to collegiate organizations and companies across the nation. -
Graphics Designer, Lamp ProgrammerSalugenecists, Inc. Apr 2002 - Feb 2006
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu Skills
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu Education Details
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Financial Planning And Services -
Financial Planning
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Business Administration
Frequently Asked Questions about Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu
What company does Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu work for?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu works for Pacific Capital Resource Group
What is Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's role at the current company?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's current role is Vice President.
What is Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's email address?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's email address is zm****@****crg.com
What is Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's direct phone number?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's direct phone number is (425)-641*****
What schools did Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu attend?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu attended The American College Of Financial Services, The American College Of Financial Services, University Of Washington.
What are some of Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu's interests?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu has interest in Snowboarding, High Energy Situations, Scuba Diving, Finance, People.
What skills is Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu known for?
Zachary Meissner, Cfp®, Msfs, Ricp, Chfc, Clu has skills like Financial Planners, Wealth, Risk Management, Securities, Employee Benefits.
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