Zachary Knable [ChFEBC℠]
17 W Gay St
West Chester, PA 19280
Original Certificate Date: 6/27/2023
ChFEBC℠ Number: K02B35Z93
Organization: Kingsview Partners
Broker Dealer: Raymond James/Charles Schwab
Phone: 484-202-7161
Cell: 267-265-8353
Fax: 484-257-9173
Email: zknable@kingsview.com
Website: www.kingsview.com@advisor/zak-knable
States Currently Licensed: PA, DE, MD
State Insurance License #: 16264572
CRD#: 5979330
Primary Insurance: As a Fiduciary, I do not work with any specific companies, depending on objective/goal I use the company that will provide my clients with the best possible opportunity for success
Primary Investment: As a Fiduciary, I do not work with specific companies, depending on objective/goal I use investment strategies that will provide my clients with the best possible opportunity for success
Services: Retirement planning, asset allocation (investment) strategies, insurance planning/review, estate planning/review, tax management
Additional Information: My primary goal is to take the confusion out of financial planning which in turn will build the trust needed for a long-term success