M. Zach Mangels, MSFP, CFP®

Zach Mangels is a Senior Vice President and Financial Advisor based in the San Rafael office.

Zach combines his passion for helping people lead fulfilling lives with his skill for deftly managing finances based on individual goals and dreams. He believes that an advisor plays two important roles for a client – to provide context for their financial situation, which can be complex and challenging especially in a busy world, and to act as a sounding board for major financial decisions. His role is to provide the data to keep clients focused on their objectives, acting as a layer between emotions and actions to help them make sound financial decisions. He specializes in retirement planning, education planning, and estate planning.

Zach has been with the firm since 2011. Originally from the Los Angeles area, he has fully embraced the NorCal life with his wife and two children.

Previous Experience

• Financial Advisor and Principal at Private Ocean Wealth Management

Education & Credentials

• Certified Financial Planner^™
• MS, College for Financial Planning, Financial Planning
• BA, University of California at San Diego, Psychology

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.