The Benefits of a Backdoor Roth Contribution
The most popular retirement account of the past decade is the Roth IRA. It offers…
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business executives, attorneys, physicians and other professionals with sophisticated financial management needs who welcome a trusted partner to help them achieve financial independence and security. He works with his clients to develop, implement, and oversee solutions that integrate investment, cash flow, and tax planning into a comprehensive strategy. His goal is to help his clients plan for life’s unique financial situations and make informed decisions that positively impact their future. Previously, Zach worked as a Senior Analyst at Citco Fund Services.
Zach is an outspoken advocate for providing the next generation of advisors a supportive environment for pursuing a career in financial services. Since 2016 he has been responsible for the design and oversight of the New York office’s Associate Program and Wealthspire’s national intern program, the latter of which provides future financial advisors across the country an opportunity to gain real world experience within a leading RIA.
“For busy professionals, managing their finances and staying organized can quickly become a daunting task. My goal is to be the steady hand – answering questions while providing guidance, comfort and transparency. I always want them to walk away from our time feeling more informed and knowing the available options.”
Previous Experience:
- Senior Analyst at Citco Fund Services, Hedge Fund Administration Group
Education & Credentials
- BS, Martin J. Whitman School of Management at Syracuse University, Accounting and Finance
- Certified Financial Planner™
Community:
- Pro Bono Planning, FPA
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Contact Zachary Gering, CFP®
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