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

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

Contact Signals · 1 work email

Work email z****@onecapital.com
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Current company
One Capital Management, LLC
Role
Associate | Wealth Management Analyst
Location
Los Angeles Metropolitan Area, 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 | Wealth Management Analyst at One Capital Management, LLC, a with 34 employees, based in Los Angeles Metropolitan Area, 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 | Wealth Management Analyst 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 | Wealth Management Analyst
westlake village, california, united states
Website
onecapital.com
Employees
34
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4 roles

Zachary Bullard, Cfp® work experience

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

Associate | Wealth Planning & Portfolio Management Analyst

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.

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 current portfolio strategies, and presenting research on current model holdings and potential alternatives.- Addressed diverse advisor requests, including delivering comprehensive recommendations for client 401k plans, tax-sensitive account transition strategies for prospective and existing clients, and promptly addressing ad hoc inquiries.-Led onboarding and assisted with continuing development/training for new PM associates.-Maintained CRM database and responded to daily service requests. Collaborated with internaldepartments to optimize firm-wide processes related to daily tasks.

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 →

MD Marty Devault Marty Devault Colleague at One Capital Management, LlcSacramento, California, United States View → JO Joshua O'Handley Joshua O'Handley Colleague at One Capital Management, LlcGoleta, California, United States View → HB Hayden Barre-Henuset Hayden Barre-Henuset Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States View → SC Sean Convery Sean Convery Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States View → JB Janet Brown Janet Brown Colleague at One Capital Management, LlcSan Francisco, California, United States View → SC Sheila Cimini Sheila Cimini Colleague at One Capital Management, LlcUnited States View → MF Mariah Fulmer Mariah Fulmer Colleague at One Capital Management, LlcThousand Oaks, California, United States View → JN Jason Nahoul, Cmt Jason Nahoul, Cmt Colleague at One Capital Management, LlcNewport Beach, California, United States View → SN Sissy Noorazyze Sissy Noorazyze Colleague at One Capital Management, LlcShehyni, Lviv, Ukraine View → NM Nicholas Mcdonald Nicholas Mcdonald Colleague at One Capital Management, LlcUnited 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 | Wealth Management Analyst 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 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 Marty Devault, Joshua O'Handley, Hayden Barre-Henuset, Sean Convery, and Janet Brown.

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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