As a financial advisor based at Fortune Financial in Minnetonka, Minnesota, Zach focuses on helping young, motivated professionals in the Greater Twin Cities develop and maintain a sound financial strategy based on their individual circumstances.
Zach was drawn into the financial advising career path by his father and mentor, Larry Altman, who has been with North Star nearly 40 years, but also by his desire to have an impact on other’s lives around him for the better. Growing up with a brother who has special needs, Zach also has a place in his heart and practice for working with families who need help navigating the challenges and financial needs of being caretakers for disabled relatives. He above all is dedicated to educating his clients early on to create real and permanent behavioral changes surrounding their finances, helping them to reach their goals efficiently and on their own terms. Zach’s clients often have a strong vision for the future and value honesty, family and being part of a community.
Zach’s areas of focus include:
• Business Owners
• Company-Sponsored Retirement Plans
• Debt Management
• Risk Management
• Tax-Efficient Investment Strategies
• Wealth Management
• FINRA Series 7 and 66 registered
• Variable Insurance Registered
Zach grew up in Mound, MN, and currently resides in Minneapolis. He attended the University of Minnesota – Twin Cities and graduated with a double major in political science and Spanish studies, with a minor in management from the Carlson School of Management. He became fluent in Spanish during college while studying abroad in Toledo, Spain. In his free time outside of work, Zach enjoys golfing, running, traveling, hunting, fishing, reading and watching or playing sports.
Zach is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.