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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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When should I put together an estate plan?

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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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ZAK LEEDOM