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MassMutual financial professional.

Zach Tsakirisemail

  • Professional Story

    Born in Dallas, Texas and currently based in Manhattan, Zach Tsakiris is a financial advisor and entrepreneur. He graduated from the Eller College of Management at the University of Arizona, where he earned a degree in business management and served as president of the Business Administration Cohort. After graduation, Zach moved to Manhattan and joined Charter Oak Financial to pursue a career in financial services.

    Zach primarily works with doctors, nurses and other medical professionals to help meet their financial goals, plan for retirement and manage student loan debt. He also provides services in various areas of financial planning such as: wealth management, protection planning and legacy planning.

    Zach’s passion for helping others is clear in his approach. He believes that lifelong relationships are built on mutual trust and good character. His dedication, desire, and creative approach to his clients' challenges have led him to become an emerging leader within the firm. Above all, Zach considers his true value to be showing people how to navigate the ever-changing world we live in through clear financial goals and a secure plan.

    Practice Areas
    • Financial Planning
    • Investment Strategies
    • Retirement Income Strategies
    • Risk Management
    • Wealth Management
    • Personal Protection
    • Estate Planning

     

    Education

    University of Arizona - Eller College of Management (2013-2017)

    Hobbies

    Basketball
    Football
    Traveling

  • Languages:
    • English

  • Specialties:
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Risk Management Strategies
    • Insurance Strategies
    • Financial Education
    • Military

Check the background of this investment professional on FINRA’s BrokerCheck

See Zach’s Licenses and Disclosures

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