As a father of two, Zack is passionate about helping families establish strong financial foundations. He understands the challenges that arise when financial decisions lack coordination and has developed a holistic approach that brings clarity, organization, and structure to financial strategies.
Partnering with a team of specialists, Zack works with individuals, families, and business owners to implement strategies rooted in sound financial principles. His goal is to help clients grow and protect their wealth while addressing risks such as taxes, inflation, unnecessary fees, and financial disorganization.
Zack holds Life, Accident, and Health Insurance licenses, as well as Series 7 and 66 securities licenses. His background includes experience in fintech, financial strategies, and behavioral finance, as well as building risk management teams for startups and advising private companies.
At his core, Zack is committed to financial education and empowerment. He helps clients implement strategies focused on protection, tax efficiency, investments, and legacy planning—guiding them toward long-term financial confidence.
Zachary Pumerantz is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License Number - 20876403, CA Insurance License Number - 4355137.