Zachary Wojtowicz

ChFC®
  • Financial Planner
  • Investment Advisor Representative
  • Functional Manager

As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.

Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”

Zack dedicates his time to serving on the Board of Directors for Barnum’s Foundation for Life, an organization that supports underprivileged children in the Tri-State and New England region. He is a 2018 Leaders Conference qualifier and won head of his class in 2018 and 2019. An avid golfer, thankful son, proud uncle, and lucky husband, Zack resides in Mansfield, Massachusetts, and can be found on the golf course in the summer and on the ice rink in the winter.

 

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in MA.

Zachary Wojtowicz is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org  6 Corporate Drive Shelton, CT 06484 (203) 513-6000