Zach Boskovich, Cfp®

Zach Boskovich, Cfp® Email and Phone Number

Partner, Wealth Advisor @ North Sister Wealth
Bend, OR, US
Zach Boskovich, Cfp®'s Location
Greater Bend Area, United States
Zach Boskovich, Cfp®'s Contact Details

Zach Boskovich, Cfp® work email

Zach Boskovich, Cfp® personal email

n/a
About Zach Boskovich, Cfp®

Ambitious CFP® Professional with extensive experience working with high net worth private clients and company retirement plans. Possesses strong communication skills, building lasting professional relationships with clients and their families. Utilizes advanced knowledge of financial planning techniques and strategies to achieve client goals and desires. Thrives in a demanding, team based environment with exceptional work ethic, operating with integrity and competence.

Zach Boskovich, Cfp®'s Current Company Details
North Sister Wealth

North Sister Wealth

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Partner, Wealth Advisor
Bend, OR, US
Zach Boskovich, Cfp® Work Experience Details
  • North Sister Wealth
    Partner, Wealth Advisor
    North Sister Wealth
    Bend, Or, Us
  • Ascent Capital
    Financial Planner
    Ascent Capital Aug 2016 - Present
    Bend, Oregon Area
    View
  • Weston Financial Group, Inc.
    Senior Financial Associate
    Weston Financial Group, Inc. Jan 2014 - Aug 2016
    Wellesley, Ma
    - Establishing and building trusting professional relationships with high net worth private clients.- Analyzing client’s current financial position, developing and implementing recommendations to achieve client’s goals.- Assisting in the presentation of custom financial plans to clients on a quarterly basis.- Analyzing mutual fund, ETF and separate account managers and presenting to the investment committee for custom portfolio construction.- Developing and executing advanced income tax and estate planning strategies.
  • Bny Mellon Wealth Management
    Client Support Specialist I
    Bny Mellon Wealth Management Sep 2013 - Jan 2014
    Greater Boston Area
    - Provided direct support to Relationship Managers in the ultra high net worth private banking division.- Executed client requests for wire transfer, security sales and security transfers.- Developed relationships with clients, their family and foundations.
    View
  • Wickman Paterson Corrigan
    Financial Planning - Intern
    Wickman Paterson Corrigan Feb 2013 - Jun 2013
    Mcminnville, Or
    - Developed an understanding of the financial planning process.- Constructed client financial independence models, balance sheets, and cash flow analysis.- Conducted investment analysis, research and monthly reviews.- Directly observed client meetings and presentations.
  • Evergreen Helicopters Inc
    Finance-Accounting Intern
    Evergreen Helicopters Inc Jan 2011 - May 2011
    Mcminnville, Or
    - Assisted financial analysts with tracking inventory and business valuation.- Developed an understanding of legal contracts while working closely with corporate lawyers. - Attended weekly corporate meetings and conference calls.- Assisted the accounting department reconcile financial statements.

Zach Boskovich, Cfp® Skills

Financial Planning Retirement Planning Investments Personal Tax Planning Estate Planning Communication Teamwork Work Ethic Analytical Skills Team Oriented Asset Allocation

Zach Boskovich, Cfp® Education Details

Frequently Asked Questions about Zach Boskovich, Cfp®

What company does Zach Boskovich, Cfp® work for?

Zach Boskovich, Cfp® works for North Sister Wealth

What is Zach Boskovich, Cfp®'s role at the current company?

Zach Boskovich, Cfp®'s current role is Partner, Wealth Advisor.

What is Zach Boskovich, Cfp®'s email address?

Zach Boskovich, Cfp®'s email address is za****@****cap.com

What schools did Zach Boskovich, Cfp® attend?

Zach Boskovich, Cfp® attended Linfield College, Boston University.

What are some of Zach Boskovich, Cfp®'s interests?

Zach Boskovich, Cfp® has interest in Family, Football, Personal Financial Planning, Investing, Outdoors, Investments, Baseball, Baseball And Enjoying The Outdoors, Anything Outdoors, Athletics.

What skills is Zach Boskovich, Cfp® known for?

Zach Boskovich, Cfp® has skills like Financial Planning, Retirement Planning, Investments, Personal Tax Planning, Estate Planning, Communication, Teamwork, Work Ethic, Analytical Skills, Team Oriented, Asset Allocation.

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