Zachary Green

Zachary Green

Wealth Advisor

Toll Free: (877) 566-0517

Covering the following branches:

  • Scottsdale - Kierland
  • Phoenix - Monroe
  • Gilbert - Guadalupe Rd
  • Gilbert - Queen Creek

For more than 15 years, Zachary has been helping individuals and families pursue their long-term financial goals.  He brings with him a wealth of knowledge and experience, Zachary begins all meetings by listening and taking time to get to know his clients, their family and their personal needs and desires.  He specializes in creating custom tailored financial plans built to address their individual financial goals at every stage of life.

Mr. Green started his financial services career in 2001, spending time in banking, trust and estate planning, and financial planning industries along the way.  This career path has helped him grow his knowledge to better serve individuals, families and business owners in pursuing their financial goals while navigating risk management.  An Arizona native, Zachary and his wife are passionate about fundraising and fostering for local animal rescues. Zachary also contributes much of his time to financial literacy programs.

Mr. Green also has his Arizona Life and Health Insurance License and is registered with LPL Financial with his Series 7 and 66 securities registrations.