Zack McAlister
Service Associate
Zack McAlister serves as a Client Service Advisor (CSA), dedicated to helping individuals and families gain clarity and confidence in their financial lives. He holds a Bachelor of Science in Business Administration from the University of Oregon, with concentrations in Finance and Entrepreneurship, and a minor in Spanish.
Zack holds the following license:
Series 65 (Uniform Investment Advisor Law Registration)
Zack is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He approaches financial planning with a thoughtful, client-centered mindset and has a particular interest in investment strategy and long-term goal setting.
A native of Orange County, California, Zack now lives in Irvine. Outside of the office, he enjoys staying active through fitness and golf, following football and baseball, and spending quality time with friends and family.
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