Zachary Fu, AIF®

Zachary Fu is a graduate of Bentley University with a Bachelor of Science degree in Finance. He began his career in financial services at UBS in 2018, where he assisted in serving Ultra High Net Worth individuals and families on a private wealth management team. He assisted with banking and mortgage needs, securities backed lending, alternative investments, and charitable giving.

Zach has a passion for helping others fulfill their financial goals through planning and preparing for both life’s expected and unexpected events.

In 2021, Zachary joined Elim Group, the practice established by his late father, Jason Fu. He has worked with many small business owners and their families, specializing in qualified retirement plans, tax, and estate planning.

He holds a FINRA Series 7 and 66 securities registration, and a Life, Health and Disability Income insurance license. 

In his free time, he enjoys training in a variety of fitness modalities and participating in sports such as tennis and golf. You can also find him traveling, exploring new places and food.

 
Mandarin (Chinese)

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance license #19790516, CA Insurance License #4158658.