Zach Zigmond

Zach Zigmond, CFP®, CLU®
Managing Director Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

Zach.Zigmond@truist.com

Phone 310-201-9912

Fax 310-271-2529

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About me

Background

Zach Zigmond is a Senior Wealth Advisor and Managing Director for Truist Bank. He brings more than 13 years of experience in wealth management and financial planning. Zach focuses on building lasting relationships with a select, limited number of clients, which allows him to deeply focus on each family he works with. Zach works collaboratively with clients and their external advisors to help design tailored solutions to build, protect and nourish their wealth. Zach and his team's key areas of focus are financial planning, trust services, investment management, philanthropic planning, custom credit and estate planning.

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 Los Angeles native. He is a member of the Beverly Hills Estate Planning Council, Jewish Business Leaders and the ProVisors Networking Group. In his spare time, Zach enjoys travel, automobiles, fitness and volunteering with the Los Angeles Food Bank. Zach completed the 2022 Chicago marathon.

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

Locations

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