Zack Swad (AAMS, AWMA, BFA™, CFP®, CWS)

Zack Swad focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management

Planning Specialties

  • Retirement Planning
  • Retirement Income Planning
  • Tax Planning
  • High Net Worth Needs
  • Investment Management
  • Financial Life Planning

Additional Information

Zack Swad is the founder and President of Swad Wealth Management. He has over 10 years of experience within the financial services industry. Prior to founding Swad Wealth Management, Zack worked as a financial advisor at a Fortune 500 company where he managed a practice of $800 million dollars across 300 client households.

Zack decided to start his own firm because he wanted the ability to "go deeper" with his clients and make a true impact on their lives for the better.

I live in Petaluma, and I am getting married in July to my beautiful fiancé, Elise Moseley! I enjoy playing guitar, singing, piano, traveling, and going to the theatre.

NAPFA Start Date

May 17, 2022


This Office

100 Stony Point Rd, Suite 244 Santa Rosa, CA 95401 Phone: (707) 899-1010