Zach Congelliere
Associate Wealth Advisor

Request an Appointment | Contact Me | (949) 718-1600

Zach is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.