With a steadfast career in finance nearing a decade, Zachary has been a pivotal asset on Wall Street in his impressive young career. His rigorous schedule starts with the break of dawn, aligning with the stock market’s opening pulse to bring his clients the most current and critical financial insights.

Zachary is adept at devising customized financial strategies that cater to the individual needs of his clients. He champions the cause of financial literacy, ensuring his clients are well-equipped to make savvy decisions affecting their financial health and future. He fosters a collaborative environment, encouraging clients to take the helm of their financial planning with confidence.

Boasting a degree in Political Science, with minors in Business Administration and Mandarin, Zachary’s educational background is as diverse as it is deep. His professional acumen is fortified by his securities registrations, including Series 7 and 66, in addition to his Life, Health, and Long-Term Care Insurance Licenses.

His dedication to community and personal growth is twofold. A seasoned tennis enthusiast, Zachary lives out the lifelong lessons of endurance and optimism he learned on the courts from his father and grandmother. His commitment to service is also reflected in his previous role as Secretary for the Board of Directors at his temple, and his leadership contributions to the Silicon Valley Walk to End Alzheimer’s chapter of the Alzheimer’s Association.

Zachary embodies a unique blend of financial sagacity, a zest for personal and communal development, and a history of active participation in meaningful causes.

At the heart of our office’s daily operations is Amanda, whose seasoned leadership spans over a decade at Lifestyle Financial. With a background in estate planning from her previous career, Amanda is adept at handling not only day to day administrative duties of a financial firm but also leveraging her legal experiences to provide an extremely high level of understanding the financial planning landscape from many perspectives. 

With an extensive background that encompasses more than a decade in the financial industry, Amanda possesses a comprehensive understanding of both the micro and macro facets of finance. Her certifications are a testament to her expertise, with Series 6 and 63 securities registrations, along with Life, Health, and Long-Term Care licenses, underlining her commitment to excellence in her field.

Amanda’s meticulous attention to detail ensures that every client transaction is executed flawlessly and in a timely manner. She is deeply dedicated to our clientele’s satisfaction, ensuring they receive the top-tier service Amanda is meticulous in establishing and updating our documentation and client facing processes in all aspects of our firm’s client relationship experience.

Her formidable work ethic and dedication to family values are qualities Amanda attributes to her father, her lifelong hero and inspiration.

A graduate of Cerritos College with a degree in paralegal studies, Amanda also serves as a notary public. Had her path diverged, she envisions herself as a professional chef, a testament to her love of culinary arts and the joy she finds in cooking for family and friends.

Outside the structured world of finance, Amanda’s passions are as varied as they are fulfilling. She relishes the tranquility of swimming, the escape offered by films and books, and above all, the enchantment of Disneyland, which she describes as the ideal getaway. Amanda’s multifaceted life, balancing professional dedication with personal passion, is a testament to her dynamic character.