Zachary Zigmond, CFP®, CLU
Zach is a certified financial planner®, chartered life underwriter and private trustee in California with extensive corporate trustee, financial planning, insurance, investment and trust and estates experience. A Southern California native, Zach earned his B.S. in Business Finance at California State University Northridge.
Prior to joining Lorenz Private Trustees as a Partner in 2022, Zach spent 12 years working at large trust companies and financial institutions in Los Angeles and Beverly Hills. Zach specialized in working with high-net-worth individuals and business owners, with all aspects of their financial affairs. As a financial planner, Zach has worked with hundreds of families to craft and understand their financial and estate plan and modeled and worked with their outside advisors to implement advanced estate planning strategies. Zach also has significant experience in life insurance, estate settlement and trust administration. Zach’s asset experience includes residential and commercial real estate, investment accounts, private equity and fiduciary management of corporations.
Zach lives in the Beverly Grove neighborhood. During his free time, he enjoys cars, fitness, golf, travel and time with family and friends. Zach is currently training for the 2022 Chicago Marathon.
Zachary's Credentials
Practice: Private Trustee & Executor
Education:
Certification:
Associations:
Prior to joining Lorenz Private Trustees as a Partner in 2022, Zach spent 12 years working at large trust companies and financial institutions in Los Angeles and Beverly Hills. Zach specialized in working with high-net-worth individuals and business owners, with all aspects of their financial affairs. As a financial planner, Zach has worked with hundreds of families to craft and understand their financial and estate plan and modeled and worked with their outside advisors to implement advanced estate planning strategies. Zach also has significant experience in life insurance, estate settlement and trust administration. Zach’s asset experience includes residential and commercial real estate, investment accounts, private equity and fiduciary management of corporations.
Zach lives in the Beverly Grove neighborhood. During his free time, he enjoys cars, fitness, golf, travel and time with family and friends. Zach is currently training for the 2022 Chicago Marathon.
Zachary's Credentials
Practice: Private Trustee & Executor
Education:
- California State University, Northridge BS, Financial Services
- University of California Los Angeles, Certificate in Financial Planning
Certification:
- Certified Financial Planner® (#252138)
- Chartered Life Underwriter
Associations:
- Member, Beverly Hills Estate Planning Council
- Member, Jewish Business Leaders
- Member, ProVisors Networking Group
- Los Angeles World Affairs Council: Young Professionals Program