At Farther, Zach guides entrepreneurs and affluent families through the financial decisions that shape their legacies. He believes the most valuable work happens through relationships rather than transactions, serving as a long-term partner to his clients and coordinating closely with their CPAs, attorneys, and other advisors so that every part of their financial life works together. He is especially focused on the generational shift now underway. To guide families through that change, Zach is completing the Certified Financial Therapist™ program, adding a set of qualitative, behavioral tools that go well beyond portfolio mechanics and distinguish the way he advises.
Zach's path to wealth management began in the U.S. Army, where he served four years on active duty as a Finance and Logistics Officer (S4) with the 2nd Battalion, Field Artillery Regiment at Schofield Barracks, Hawaii, including a deployment to Iraq from 2004 to 2005. Driven by a passion for relationships over transactions, he previously worked at GlaxoSmithKline and Momentous Insurance Brokerage before focusing on ultra-high-net-worth advising. Zach holds a BA from UCLA, where he was an ROTC Distinguished Honor Graduate, and an MBA from UC Irvine.
Also a Big Brother with Big Brothers Big Sisters of Orange County, he lives in the Carlsbad, CA area with his wife and their two young sons. Outside of work, he is a devoted soccer fan and player (Visca El Barca!). Most of all, he treasures time outdoors with his boys: camping together through the Adventure Guides program as members of the Falcon Tribe's Salty Dawgs, and playing all sorts of sports as a family.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
