Zachary has been in the financial industry since 2017, starting his career at one of the largest firms on Wall Street. Zachary starts his market days at 6AM to stay up to date with what is going on as the market opens on the East Coast, in order to ensure that his clients are kept informed. Zachary uses his extensive knowledge of the economy, and his industry trainings, to serve each client and their individual needs. Zachary knows that each client deserves a comprehensive and individualized approach, as no situation is the same. 

When working with clients, Zachary believes in educating his clients so that they feel empowered and informed when making decisions that directly impact their finances, their security, and their legacy. He ensures that his clients understand what decisions he is making, and that they are in the driver’s seat when it comes to their futures and plans. 

Zachary has a degree in Political Science and has two minors, in business administration and conversational Chinese (Mandarin). Zachary has his security registrations license, and Series 7 and 66, as well as his Life, Health and Long-Term Care Insurance Licenses. 

Zachary is passionate about financial, mental, and physical health. In his free time, Zachary loves to play tennis just like his father and grandmother. Zachary learned from a young age through his father, to always try your hardest, be respectful, never stop trying, and to strive to keep a positive mindset and attitude. He believes in building and giving back to his community as well. Zachary holds the volunteer board seat for the Silicon Valley Walk to End Alzheimer’s and has helped lead the Silicon Valley Walk since 2019. He also serves as the Secretary for his Temple’s Board of Directors. 

Laura has been in the financial industry for almost 30 years and throughout her career she has worked at large insurance companies, brokerage firms, and founded Lifestyle Financial. She graduated from Cal State Fullerton with a degree in Business with a concentration in finance, she has a Certified Financial Planner™ designation, and has her Series 6, 63, and 7 securities registrations, Life Insurance, Property, Health & Casualty, Long Term Care and Variable Life licenses.

Laura uses all of her knowledge and experience to help clients organize their financial and investment worlds and create a feasible life plan that works for them. She specializes in retirement planning and enjoys watching individuals and organizations meet their goals and objectives. She learned at an early age that in whatever you do, it’s important to pay attention to details and always treat people with respect. Her clients benefit from this attitude every day. She can’t imagine working in any other industry and is passionate about what she does.

When not in the office, Laura enjoys spending as much time with family as possible, going to Disneyland, traveling, cooking, and — with her limited free time — sewing. She is a past member of the board of the Olive Crest Treatment Center for Abused Children and California Baptist College.