Zach Grodzki, APMA™
About Zach
Born and raised in Orlando, Florida. Zach graduated high school from Lake Highland Preparatory Academy. He then pursued his bachelor's degree in Finance at King University in Tennessee, where he also was on the basketball team. After college...
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Charles Schwab: Zach moved back to Orlando and started his career in finance as a stock broker at Schwab
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Ameriprise Financial: He then moved and worked with an Ameriprise Franchise team in Orlando, with assets under management (AUM) totaling $1 Billion.
Licneses and Designations
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FINRA: Series 7
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FINRA: Series 66
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Florida Insurance: 215
Accredited Portfolio Management Advisor (APMA™): a finance professional who has completed specialized training in constructing, managing, and maintaining client investment portfolios. Conferred by the College for Financial Planning, this designation confirms expertise in asset allocation, risk management, and investment strategy.