Zachary Mineur, CFA

King of Prussia, PA

Verified Identity

Independence Square Advisors

Years of Experience

14 years

Member Since

2022

Allow Me to Introduce Myself

I serve our clients by helping them achieve clarity with their financial goals and crafting investment portfolios that align with those needs. My fascination with the complexity and inter-connectivity of markets began at a young age. The constant information flow, ever changing investor psychology ...

Clientele

Retirees

Corporate Executives

High Net Worth Individuals

Business Owners

Services Provided

Investment Management

Insurance

Financial Planning

Specialties and Expertise

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Credentials and Designations

CFA®

Chartered Financial Analyst®

Click to learn more

Pricing Models

AUM

Education

Rowan University

Bachelors Degree in Finance Minor in Political Science

Obtained in 2012

Disclosures and Proof of License

SEC Profile

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