Zach Cooper
Wealth Strategy Associate
Meet Zach
Zach is a New Jersey native who grew up in the Lehigh Valley and now resides in Phoenixville, PA, where he has lived for the past four years. With two years of experience in the financial industry, Zach has developed a strong foundation in helping clients achieve their financial goals. Working closely with Ruthanne and Seth has allowed him to gain valuable insight in understanding client needs, creating personalized financial strategies and helping clients navigate their financial journeys.
Zach holds a Series 7 and Series 63 licenses, as well as a PA Accident, Life & Health Insurance license, and is currently working toward completing his Series 65. He is dedicated to continuous professional and personal growth, actively pursuing further education in the field.
Outside of work, Zach enjoys spending time outdoors, photography, and optimistically supporting the New York Giants.