Zach Wold

CFP®, ChFC®, FIC, CEPA

Wealth Advisor

State(s) Licensed:   AR Insurance Lic. #8794113, AZ, CA Insurance Lic. #0F28629, CO, FL, KS, KY, MI, MN, MO, NJ, NV, OK, PA, TN, TX, WI

Phone 972-612-0220
Address

900 W Bethany Drive Suite 200
Allen, TX 75013

Zach Wold

State(s) Licensed:   AR Insurance Lic. #8794113, AZ, CA Insurance Lic. #0F28629, CO, FL, KS, KY, MI, MN, MO, NJ, NV, OK, PA, TN, TX, WI

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Allen Office

Phone:
972-612-0220

Hours

M – F: 9 a.m. – 5 p.m.