Zachary Siegel, CFP®
Zach provides personalized insurance design and estate planning services to high net worth clients. His areas of expertise include insurance policy forensic analysis, estate planning, high-income disability income protection, business succession planning, and advanced pension design.
He integrates professionally with advisors at investment banking firms, law firms, property and casualty insurance firms, and business management firms. He leads a team of professionals responsible for delivering uncompromising service and professional expertise.
Prior to joining American Business in 2003, he was responsible for private client planning with UBS Financial Services. Zach completed his Certified Financial Planning® credentials in 2006 via Boston University.
He is an industry educator and a panel speaker for LIMRA. Zach is married with two children and lives in Santa Barbara, California