Zachary Mineur CFA, CFP® | Personal Finance

I grew up without a financial role model. Now I'm a wealth advisor and Co-Founder of an RIA managing $1.8 billion in AUM for families across the country. I'm Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors.

I'm writing the personal finance book I wish my parents had. It's called Dad Math: The Financial Playbook for Growing, Managing, and Preserving Family Wealth. I'll be sharing Dad Math content here along with insights about the market and economy.