Zach Goldberg
About Zach Goldberg
Zach Goldberg serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2022. With extensive experience in financial services and various leadership roles, he holds multiple certifications, including CFP® and CRPS®, and has a background in business and psychology from the University of Puget Sound.
Work at UBS
Zach Goldberg has been employed at UBS since 2022, currently holding the position of Senior Vice President in Wealth Management. In this role, he serves as a Certified Financial Planner (CFP®) and Portfolio Manager. Prior to his current role, he worked at UBS as First Vice President in Wealth Management from 2007 to 2022, accumulating 15 years of experience with the firm. His extensive tenure at UBS has allowed him to develop a deep understanding of wealth management strategies and client relations.
Education and Expertise
Zach Goldberg earned a Bachelor of Arts degree from the University of Puget Sound, where he studied Business Leadership and Psychology from 1989 to 1993. He also graduated from the Second City Conservatory in 2006. His educational background, combined with his professional designations, including Certified Financial Planner (CFP®) and Certified Retirement Plan Specialist (CRPS®), underscores his expertise in financial planning and retirement strategies.
Professional Background
Zach Goldberg has a diverse professional background in sales and financial services. Before joining UBS, he held various positions, including Sales Executive at First Data Corporation and TransUnion, as well as VP of Sales at Risk Management Alternatives. He also worked as a National Sales representative at Van Ru Credit Corporation from 2004 to 2006. His career spans multiple industries, providing him with a broad perspective on client needs and financial solutions.
Licenses and Certifications
Zach Goldberg is licensed to provide financial services across a wide range of states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Michigan, Minnesota, North Dakota, Nevada, New York, Oregon, Texas, Utah, Virginia, and Washington. His licenses and certifications, including the CFP® and CRPS®, demonstrate his commitment to maintaining high standards in financial advising and retirement planning.
Professional Presence
Zach Goldberg maintains a professional presence on LinkedIn, where he shares insights and information related to wealth management and financial advising. His engagement on this platform allows him to connect with clients and peers, providing valuable content that reflects his expertise in the financial sector.