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portrait of Zach Brown
FINANCIAL ADVISOR

Zach Brown

CFP®
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066opens in a new window
CallSend Me a Message

About Zach

We know that tackling your financial future takes courage and perseverance.

PROCESS -
That’s why we help make the process simple for you in three easy steps:
1) CALL for a phone appointment, so I can understand what’s important to you.
2) SEND us your financial documents to help me understand where you are currently.
3) MEET to create a customized strategy that will help you reach your goals.

PURPOSE -
We guide clients to feel financially secure, so they can live generous and abundant lives. Since 2005, our joy has come from guiding local families, helping them move from unsure and worried about their financial life...

Focus Areas

  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Sustainable investing

Work History

  • Edward JonesJuly 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Seattle Pacific UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Cycling
  • Running
  • Camping

Team Members

  • Carmen Irving
    Branch Office Administrator
  • Rosalee Millet
    Sr. Branch Office Administrator
  • Kurt Grundner
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(831) 438-2778

Fax

(866) 663-7386

Office Address

5619 Scotts Valley Dr Ste 120
Scotts Valley, CA 95066opens in a new window

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