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Zachary W. Herzog CEO

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 managing member and Investment Adviser Representative of Wolfgang Capital, 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 and Insurance Agency an insurance planning firm in the greater Southern California area.

Zach has been seen and heard on media including 1290 NewsTalk and Kiplinger. He is a proud member of Dave Ramsey’s SmartVestor program and the local chamber of commerce.

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.

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