Zack AhYat

 I graduated from Pacific Lutheran University in 2012 with a Major in Business Finance and a Minor in Economics. After studying Finance, I felt there was a lack of general education around personal finance. I was lucky enough to find a great mentor who taught me how to do financial planning the right way and wanted to make sure that I could share that knowledge and expertise to help others achieve their goals and dreams. 

  The positions I have held in my life that I have been most passionate about are all centered around coaching and consulting, as my love language is acts of service. I love to take on the role of being a teacher so that my clients are educated about their options before making the decisions that are best for themselves and their family. 

 Typically, I am working with families where the adults are in their 40s, they have young children and are wanting to retire in the next decade so that they can spend more time with their family. Other items on their goals list are to travel frequently, build their real estate empire, pay for their children's college expenses, and find ways to reduce the amount of taxes that they have to pay. 

 Due to some amazing relationships with realtors, I have specialty in working with real estate investors. Since my wife was a teacher when we first met, I also developed an expertise in working with clients with pensions and how to go about maximizing that lifetime benefit.  

A Client Story

   Early on in my career, I was meeting with a prospective client who already had a financial advisor. They had been working with this advisor for over 30 years and felt that they were well taken care of. Going toe to toe with this advisor, I was able to show the client that we could help them build more wealth, allow them to spend more wealth, and leave more wealth to the individuals and organizations that they care the most about when they pass, by having a better strategy than what they were currently doing. It was interesting to me to see how financial advisors who don't look at a client's full financial picture are doing a disservice to their clients and that I had a competitive advantage from knowing how all of my client's chess pieces work in unison instead of just trying to sell a product. 

Ready to Schedule a Meeting

Click Here

 Quick Facts:

My Typical client has a minimum of 250k in AUM

I work with about 75 Clients

I also offer informal business valuations

Insurance:

Disability

Long Term Care

Life

Custodians:

Schwab

TD

Fidelity

Pershing

Assetmark