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. 

Amanda manages our office.  For several years she worked at the Copenbarger & Copenbarger LLP law firm as a paralegal in the Trust Administration Department.  During that time her position required interfacing with surviving family members after the loss of a loved one, and allocating financial assets according to the instructions in the trust documents.  She has more than 6 years’ experience working at Lifestyle Financial.  She holds a series 6 and 63 securities registrations, as well as Life, Health and Long Term Care licenses. She is attentive to making sure all transactions are timely and our clients get the service they deserve.  In a paperless world, she makes sure all accounts are property opened. She believes she got her drive, work ethic, and family values from her father, who she considers her hero.

Amanda graduated with a degree in paralegal studies from Cerritos College and is a notary public. If she weren’t an executive assistant, she would be a professional chef because she loves cooking for her family and friends. Outside of the office, she enjoys swimming, watching movies, and reading. But above all else, her favorite type of weekend is a weekend spent at Disneyland.