Zachary

Zachary

Zachary

Zanghi

Zanghi

Zanghi

Senior Partner & Co-Founder

Zachary

's Story

Zachary Zanghi is a seasoned financial advisor with over 16 years of experience in helping clients achieve their financial aspirations. Growing up in New City, New York, Zachary's interest in financial planning was inspired by witnessing the effects of the financial crisis on his family. His upbringing, alongside a profoundly disabled brother, instilled in him a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped his dedication to guiding individuals through complex financial challenges with precision and care.

A graduate of the University at Albany (SUNY), Zachary has built a thriving practice focused on personalized service and innovative solutions. At Rosefinch Investment Advisors, Zachary is proud to be part of a collaborative team that combines human expertise with cutting-edge technology to deliver tailored financial planning and investment management strategies. His approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape.

Mr. Zanghi holds the following industry licenses and designations: Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®).

Zachary currently resides in Long Island, New York with his wife, two young children, and his beloved dog.

About

Rosefinch

Rosefinch Investment Advisors  is an independent, client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a collaborative team approach and over 100 years of combined industry experience, Rosefinch blends human expertise with innovative technology to provide personalized and engaging financial solutions. 

As a firm free from external shareholders or corporate influence, Rosefinch fosters a partnership culture that puts clients' interests first. The team works closely with clients to design comprehensive financial plans and tailored investment strategies, emphasizing transparency, risk management, and long-term growth.

Rosefinch’s mission is to empower clients with the tools and guidance needed to make informed decisions and build lasting financial security. Whether navigating market challenges, diversifying portfolios, or planning for life's milestones, Rosefinch Investment Advisors delivers a modern and holistic approach to wealth management.

Location

New York, NY

Expertise

Personalized Financial Planning and Insurance Services, Guiding clients through Portfolio Diversification, Risk Management, Avoiding Concentration Risk, Mitigating the Effects of Financial Crises

Interests

Family, Community Involvement, Fitness, Travel, Reading, Financial Markets

What If I’m Not Ready?

What If I’m Not Ready?

What If I’m Not Ready?

What If I’m Not Ready?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

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