Vice President, Financial Planner
Current
Feb 2022 - Present
AeroLeads people directory · profile
Zachary Eisner, Cfp®, Crpc® Email & Phone Number
Vice President, Opes Private Wealth Management
at
Opes Private Wealth Management
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Opes Private Wealth Management
Location
New York City Metropolitan Area, United States
Company size
Who is Zachary Eisner, Cfp®, Crpc®? Overview
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Quick answer
Zachary Eisner, Cfp®, Crpc® is listed as Vice President, Opes Private Wealth Management at Opes Private Wealth Management, a with 2 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Zachary Eisner, Cfp®, Crpc®.
Zachary Eisner, Cfp®, Crpc® previously worked as Vice President, Financial Planner at Opes Private Wealth Management and Senior Wealth Strategy Associate at Ubs. Zachary Eisner, Cfp®, Crpc® holds Bachelor Of Science - Bs, Finance from University Of Florida - Warrington College Of Business.
Company email context
Email format at Opes Private Wealth Management
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*@ubs.com
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AeroLeads found 1 current-domain work email signal for Zachary Eisner, Cfp®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Zachary Eisner, Cfp®, Crpc®
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.
Listed skills include Bloomberg Terminal, Microsoft Excel, Leadership, Payroll Taxes, and 7 others.
Current workplace
Zachary Eisner, Cfp®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Opes Private Wealth Management
8 roles
Zachary Eisner, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate
Jul 2019 - Dec 2021
Advisor Development Program Summer Analyst
Jun 2018 - Aug 2018
Financial Advisor Assistant
Worden Capital Managment Llc
Apr 2018 - May 2018
Tax Preparer Assistant
Atlantic Tax Service, Pc
May 2016 - Jan 2018
Payroll Specialist
Atlantic Professional Management Corporation
Jan 2016 - Aug 2017
Intern
May 2017 - Jun 2017
Student Intern
May 2015 - Jun 2015
2 education records
Zachary Eisner, Cfp®, Crpc® education
Bachelor Of Science - Bs, Finance
Education record
John F. Kennedy High School (Bellmore, New York)
FAQ
Frequently asked questions about Zachary Eisner, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Zachary Eisner, Cfp®, Crpc® work for?
Zachary Eisner, Cfp®, Crpc® works for Opes Private Wealth Management.
What is Zachary Eisner, Cfp®, Crpc®'s role at Opes Private Wealth Management?
Zachary Eisner, Cfp®, Crpc® is listed as Vice President, Opes Private Wealth Management at Opes Private Wealth Management.
What is Zachary Eisner, Cfp®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Zachary Eisner, Cfp®, Crpc® at Opes Private Wealth Management.
Where is Zachary Eisner, Cfp®, Crpc® based?
Zachary Eisner, Cfp®, Crpc® is based in New York City Metropolitan Area, United States while working with Opes Private Wealth Management.
What companies has Zachary Eisner, Cfp®, Crpc® worked for?
Zachary Eisner, Cfp®, Crpc® has worked for Opes Private Wealth Management, Ubs, Bank Of America Merrill Lynch, Worden Capital Managment Llc, and Atlantic Tax Service, Pc.
How can I contact Zachary Eisner, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for Zachary Eisner, Cfp®, Crpc® at Opes Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Zachary Eisner, Cfp®, Crpc® attend?
Zachary Eisner, Cfp®, Crpc® holds Bachelor Of Science - Bs, Finance from University Of Florida - Warrington College Of Business.
What skills is Zachary Eisner, Cfp®, Crpc® known for?
Zachary Eisner, Cfp®, Crpc® is listed with skills including Bloomberg Terminal, Microsoft Excel, Leadership, Payroll Taxes, Research, Public Speaking, Microsoft Powerpoint, and Microsoft Word.
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