ZACHARY W. HERZOG
Zach’s goal is to help individuals retire with confidence by designing purpose-based plans for their retirement needs.
Growing up in Seattle, Washington, Zach learned the company values of service, quality and integrity while working for his family business. He now proudly carries on those values as an Investment Adviser Representative and CEO of Wolfgang Capital LLC, an Investment Adviser registered in the state of California. Zach is dedicated to helping retirees and pre-retirees protect their finances as a licensed life and health insurance agent (CA LIC# 0H085434) with Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.
At home, Zach and his wife enjoy watching their son and daughter grow up together. They can often be found as a family spending time outdoors and making as many memories as possible.
Zach is a contributing advisor to Kiplinger.
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
Review Your Retirement Plan to Consider SECURE Act Change
An Active, Full Retirement Depends on Proactive Long-Term Planning
Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
Appearances on Kiplinger.com were obtained through a paid PR program.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.