Zach Zigmond

Zach Zigmond, CFP®
Managing Director Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

About me

Background

Zach Zigmond is a Senior Wealth Advisor with Truist Investment Services, Inc. offering clients more than 12 years of financial services, retirement planning and investment management experience. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Science, Financial Services
California State University Northridge 2011

Personal Interests

Zach is a member of the Beverly Hills Estate Planning Council, Jewish Business Leaders and the ProVisors Networking Group.  He also enjoys volunteering with the Los Angeles Food Bank. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

To
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