Zachary Slabotsky

 

 

 

 

 

 

 

 

Zachary Slabotsky

Vice President

248.952.1744, ext. 128

zachary.slabotsky@investfinancial.com

MBA, University of Michigan – Ross School of Business

Bachelor’s Degree, Economics, Cornell University

Former Regional Director, Dimensional Fund Advisors

Former Analyst, NERA Economic Consulting

Former Student Consultant, Michigan Economic Development Corporation

Series 7 and Series 66 securities registration holder

Registered Representative, INVEST Financial Corporation

After over a decade studying and working in economics and finance, Zack returned to Michigan eager to help families enjoy better investing experiences. Zack works with clients to understand their goals and develop comprehensive, personalized financial plans. Those plans consider tax efficiency, smart diversification, and a scientific, evidence-based investing approach, all with a focus on achieving each client’s specific goals. He takes on the role of personal financial quarterback for his clients, monitoring plans and providing objective advice on finance or investment-related questions.

Prior to joining Lifetime Planning, Zack worked as a Regional Director for one of the industry’s fasting growing, multi-billion dollar investment managers. He also spent three years working as an economic consultant in New York. He has interned with a hedge fund, a real estate firm, another wealth manager, and the Michigan Economic Development Corporation.

When he isn’t working with clients, Zack can be found playing basketball, tennis, golf, hiking, or trying a new workout class.  He also enjoys travel and has visited five continents. Highlights include riding a camel in Morocco, seeing the Winter Olympics in Vancouver, and spending New Year’s atop Machu Picchu. Lately, he’s been honing his craft in the kitchen and is always eager to learn new recipes.  

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck