zachary-golen

Zachary Golen

Retirement Plan Specialist

AIF®

Biography

Zack has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations. He has maintained a focus on serving the needs of small to medium size businesses with their fiduciary and
employee engagement needs.  Zack’s specialty is providing education to plan sponsors and participants. Committing time
to the local community, Zack volunteers with the National Museum of American Jewish History. He lives in Wynnewood,
Pennsylvania and serves business customers on a national basis. Zack holds the credential of Accredited Investment Fiduciary (AIF®). Zack obtained the Accredited Investment Fiduciary designation to improve his understanding of those who hold
fiduciary roles.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • Estate Planning

Languages

  • English

CRN202109-252510

Check the background of this investment professional on FINRA's BrokerCheck