M. Zach Mangels, MSFP, CFP®
Senior Vice President
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 planning for retirement, education, and estates.
Zach has been with the firm since 2011.
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 planning for retirement, education, and estates.
Zach has been with the firm since 2011.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
