Clients come to Zach for highly customized and specialized tax-efficient investment strategies to help create a road map to achieve their goals. As a CERTIFIED FINANCIAL PLANNER™, Zach focuses on pursuing clients’ stated objectives with a comprehensive financial planning process, reviewing topics such as estate planning, retirement planning, asset allocation, investment management, and insurance needs.Zach achieved his CRPC® designation, what this means for you is I have received extensive training in corporate retirement plan solutions, design, and implementation. I achieve clients’ stated objectives in developing personal retirement plans as well (i.e. 401(k), 403(b), defined-benefit, cash-balance, and executive benefits programs)Zach has a deep network that provides accessibility to expert professionals to truly encompass an in-depth wealth strategy. This includes working side by side with CPAs, Estate Attorneys, Real Estate Advisors, and other esteemed professionals to analyze every aspect of an individual's financial life in one cohesive and aligned strategy.I am a partner at Opes Private Wealth Management. Our goal is to create and implement customized strategies for each of our clients. If you would like to learn more about our team, please contact: zeisner@opesprivatewealth.com/*****/Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B Riley Wealth's overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.