Zach Wold
Wealth Advisor at Thrivent | Dallas, Texas, United States
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Zach Wold, as a dedicated Wealth Advisor at Thrivent, brings a comprehensive approach to helping clients navigate their financial journeys with confidence and clarity. Leveraging his expertise in retirement planning, estate strategies, and wealth management, Zach works closely with individuals and families to develop tailored financial plans that align with their unique goals and values. His deep understanding of retirement income distribution and retirement solutions enables him to craft strategies that optimize income streams while ensuring long-term financial security.
In addition to his proficiency in portfolio management and charitable giving, Zach is committed to providing ongoing guidance on estate strategies that preserve wealth and facilitate seamless wealth transfer across generations. His certification as a Certified Financial Planner (CFP®) underscores his dedication to maintaining high standards of ethical practice and professional excellence. Zach’s approach emphasizes holistic financial advisory services, integrating retirement income strategies with tax-efficient estate planning and charitable giving to help clients achieve a balanced and meaningful financial future.
At Thrivent, Zach is involved in key projects that focus on innovative retirement income solutions and comprehensive wealth management strategies. His ability to translate complex financial concepts into clear, actionable advice makes him a trusted partner for clients seeking to maximize their financial potential while aligning their plans with their core values. Whether guiding clients through retirement income distribution or developing charitable giving strategies, Zach Wold’s expertise and personalized approach position him as a vital resource in helping clients realize their financial aspirations with confidence.
Wealth Advisor at Thrivent in June 2009 to Present
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University of Arizona, Bachelor's degree
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Financial Advisory
Retirement Planning
Charitable Giving
Finance Consulting
Wealth Management
Certified Financial Planner
Financial Planning
Wealth
Retirement
Retirement Solutions
Retirement Income Strategies
Portfolio Management
Estate Planning
Charitable Gift Planning
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Discover more about ThriventWhat is Zach Wold email address?
Email Zach Wold at [email protected] and [email protected]. This email is the most updated Zach Wold's email found in 2026.
What is Zach Wold phone number?
Zach Wold phone number is 6193794518.
How to contact Zach Wold?
To contact Zach Wold send an email to [email protected] or [email protected]. If you want to call Zach Wold try calling on 6193794518. (updated on April 25, 2025)
What company does Zach Wold work for?
Zach Wold works for Thrivent
What is Zach Wold's role at Thrivent?
Zach Wold is Wealth Advisor
What industry does Zach Wold work in?
Zach Wold works in the Financial Services industry.
Zach Wold Email Addresses
Zach Wold Phone Numbers
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