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
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.