Zachary Bullard, Cfp®
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Zachary Bullard, Cfp® Email & Phone Number

Associate Analyst | Wealth Planning & Portfolio Management at One Capital Management, LLC
Location: Los Angeles Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @onecapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email z****@onecapital.com
LinkedIn Profile matched
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Current company
One Capital Management, LLC
Role
Associate Analyst | Wealth Planning & Portfolio Management
Location
Los Angeles Metropolitan Area, United States, United States
Company size
34 employees

Who is Zachary Bullard, Cfp®? Overview

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Quick answer

Zachary Bullard, Cfp® is listed as Associate Analyst | Wealth Planning & Portfolio Management at One Capital Management, LLC, a company with 34 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at onecapital.com and a matched LinkedIn profile for Zachary Bullard, Cfp®.

Zachary Bullard, Cfp® previously worked as Associate | Wealth Planning & Portfolio Management Analyst at One Capital Management, Llc and Associate | Portfolio Manager at One Capital Management, Llc. Zachary Bullard, Cfp® holds Ba Economics, Minor: Financial Planning And Services from California Lutheran University.

Company email context

Email format at One Capital Management, LLC

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*@onecapital.com
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AeroLeads found 1 current-domain work email signal for Zachary Bullard, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Zachary Bullard, Cfp®

Zachary Bullard, Cfp® is a Associate Analyst | Wealth Planning & Portfolio Management at One Capital Management, LLC.

Current workplace

Zachary Bullard, Cfp®'s current company

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One Capital Management, LLC
One Capital Management, Llc
Associate Analyst | Wealth Planning & Portfolio Management
westlake village, california, united states
Website
onecapital.com
Employees
34
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3 roles

Zachary Bullard, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate | Wealth Planning & Portfolio Management Analyst

Current
One Capital Management, Llc
  • Analyze portfolios, cash flows, taxes, and run wealth forecasts and financial projections for clients.
  • Analyze client portfolios to facilitate investment allocation decisions and determine optimal investment policy.
  • Utilize quantitative and qualitative research to update and inform the Wealth Forecasting Team.
  • Produce firmwide wealth and investment planning and strategy research as requested.
Nov 2023 - Present

Associate | Portfolio Manager

One Capital Management, Llc

Westlake Village, California, United States

- Monitored and optimized investment portfolios for 300+ clients (~$500M AUM). Implemented investment decisions for individual client accounts, including cash flow management, periodic rebalancing, tax-loss harvesting, and execution of client/advisor directives.- Participated in Investment Committee meetings discussing recent market developments, analyzing.

Jun 2021 - Jun 2023

Finance Intern

One Capital Management, Llc

Westlake Village, California, United States

Summer 2019 and Summer 2020 internship with One Capital Management. Assisted and learned from Investment Management, Wealth Forecasting, and Client Services departments throughout the summer.

Jun 2019 - Aug 2020
Team & coworkers

Colleagues at One Capital Management, LLC

Other employees you can reach at onecapital.com. View company contacts for 34 employees →

DR Denita Richardson Denita Richardson Colleague at One Capital Management, Llc Houston, Texas, United States, United States View → NA Nik Axelsen Nik Axelsen Colleague at One Capital Management, Llc Westlake Village, California, United States, United States View → DS Danielle Spencer Danielle Spencer Colleague at One Capital Management, Llc Kansas City, Missouri, United States, United States View → NC Noah Chang Noah Chang Colleague at One Capital Management, Llc Honolulu, Hawaii, United States, United States View → JR Jaquelin Ramirez Jaquelin Ramirez Colleague at One Capital Management, Llc Los Angeles Metropolitan Area, United States View → JH Jason Huang Jason Huang Colleague at One Capital Management, Llc San Diego, California, United States, United States View → DS Dan Stridsberg Dan Stridsberg Colleague at One Capital Management, Llc Los Angeles County, California, United States, United States View → NS Natalie Schlegel Natalie Schlegel Colleague at One Capital Management, Llc San Francisco, California, United States, United States View → JC John Clagett Cpwa® John Clagett Cpwa® Colleague at One Capital Management, Llc Fort Collins, Colorado, United States, United States View → VN Vincent Nuno Vincent Nuno Colleague at One Capital Management, Llc Westlake Village, California, United States, United States View →
1 education record

Zachary Bullard, Cfp® education

FAQ

Frequently asked questions about Zachary Bullard, Cfp®

Quick answers generated from the profile data available on this page.

What company does Zachary Bullard, Cfp® work for?

Zachary Bullard, Cfp® works for One Capital Management, LLC.

What is Zachary Bullard, Cfp®'s role at One Capital Management, LLC?

Zachary Bullard, Cfp® is listed as Associate Analyst | Wealth Planning & Portfolio Management at One Capital Management, LLC.

What is Zachary Bullard, Cfp®'s email address?

AeroLeads has found 1 work email signal at @onecapital.com for Zachary Bullard, Cfp® at One Capital Management, LLC.

Where is Zachary Bullard, Cfp® based?

Zachary Bullard, Cfp® is based in Los Angeles Metropolitan Area, United States, United States while working with One Capital Management, LLC.

What companies has Zachary Bullard, Cfp® worked for?

Zachary Bullard, Cfp® has worked for One Capital Management, Llc.

Who are Zachary Bullard, Cfp®'s colleagues at One Capital Management, LLC?

Zachary Bullard, Cfp®'s colleagues at One Capital Management, LLC include Denita Richardson, Nik Axelsen, Danielle Spencer, Noah Chang, and Jaquelin Ramirez.

How can I contact Zachary Bullard, Cfp®?

You can use AeroLeads to view verified contact signals for Zachary Bullard, Cfp® at One Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Zachary Bullard, Cfp® attend?

Zachary Bullard, Cfp® holds Ba Economics, Minor: Financial Planning And Services from California Lutheran University.

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