Zach Brown, Financial Advisor

FINANCIAL ADVISOR
Zach Brown

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

Focus Areas

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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

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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