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How should I choose a financial advisor for my family?

Selecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...

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Which Is true about investments and risks?

Investment risk perception may not be the best way to make investment decisions....

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What do I do if the market goes down?

Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...

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What do I need to know about tax-efficient retirement savings?

By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....

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When should I put together an estate plan?

Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...

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WealthSource Difference

3255 Old Conejo Road, Suite 110 Thousand Oaks, CA 91320

614-964-0179 Meet Your Advisor

Zak enjoys helping business owners and executives navigate the complexity of their financial lives. Zak and his wife Merrill are lucky dog-parents to their Yorkie-Poo, Reese. They love to travel, especially if there is a beach (so much so that they got married on the beach). Zak played Division 1 soccer while pursuing his finance degree at West Virginia University — and he enjoys skiing, running, hiking, and really anything that gets his blood pumping.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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