Zach Macdougall Email & Phone Number

Zach Macdougall is a 📈Partner & Wealth Advisor CFP® ChFC® at North Star Resource Group. He possess expertise in disability insurance, investments, financial services, financial advisory, securities and 17 more skills.

Listed skills include Disability Insurance, Investments, Financial Services, Financial Advisory, and 18 others.

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  Personal Financial Advisor

  North Star Resource Group

  Jan 2011 - Present - San Diego, Ca

  Zach runs a comprehensive financial services practice out of San Diego, California. Zach has his CFP® and ChFC® financial designations, while providing integrated financial strategies specific to medical professionals, attorneys, and small business owners. He helps them identify long-term financial goals and designing strategies to achieve them. Yet, his expertise now enables him to cater to high net worth individuals across different professions and disciplines. International Speaking Engagements/Publications • Association of Financial Advisers, Singapore• IPP Financial Advisers in Singapore, Singapore• San Diego Society of PAs• California Bar Association • California Physical Therapist Association• UCSD Neurosurgeon Residents • UCSD Skaggs School of Pharmacy• St. Augustine University• Santa Clara Medical Center • San Diego State University Physical Therapists• San Diego Pharmacist Residency Programs (Sharp, VA, Scripps, UCSD, Navy, Palomar, Radys)• Published in the SD Defense Attorney Magazine• Published on Virtualmedstudent.com Professional Specialties-Financial Analysis/Projections-Retirement Strategies (Qualified vs. Non-Qualified, Rollovers)-Roth IRAs -Brokerage Accounts-College Funding (529 and Coverdell)-Employee Benefits -Disability Income Needs-Long Term Care Needs-Real Estate Strategy-Life Insurance -Asset Allocation & Risk Tolerance-Cash Flow Analysis-Wealth Accumulation & Distribution StrategiesSecurities and advisory services offered through Cetera Advisor Networks LLC, (doing business in CA as CFGAN Insurance Agency LLC, CA insurance license # 0644976) member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.2701 University Ave SE Minneapolis, MN 55414CA Ins Lic #OH70687