Zachary Zukowski, CFP®
Investment Advisor Representative
248-827-7378zzukowski@pinnaclewealthstrategies.com
Zack Zukowski is an Investment Advisor Representative at Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an Investment Advisor Representative, Zack is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to meet their distinctive needs.
Education
- University of Michigan—Bachelor’s Degree in Economics, 2016
Professional Qualifications
- Life, Accident, and Health Insurance Licenses
- Variable Annuities Producer
- Series 7
- Series 66
- CFP® (Certified Financial PlannerTM)
Personal
Zack currently resides in Canton, MI and can frequently be found at Michigan football games. Zack enjoys fishing, soccer, and watching the Detroit Tigers and Red Wings.