Zac Woodward Aif

FAQ About Zac Woodward Aif

• What is Zac Woodward Aif's address?

  Zac Woodward Aif is located at
  Grand Rapids, Michigan, United States

• What is Zac Woodward Aif's job title?

  Zac Woodward Aif is a
  BACKGROUND: Zac has worked with Watermark since 2012 and is now the President of Watermark Advisory Group which has incorporated Watermark Investment Services and Watermark Employee Benefits. His specialty is engaging private companies with business consulting services and Financial Planning for High-Net-Worth individuals. Zac acts as the primary contact for business owners and leadership to address concerns and proactively provides financial best practices. As a wealth advisor for high-net-worth individuals, he orchestrates the client’s financial plan using customization and advanced wealth strategies by collaborating with accountants and estate attorneys. POPULAR BUSINESS SOLUTIONS: • Informal Business Valuations • Business Succession Planning • Business Protection • Loan Collateral Insurance • Employee Benefits POPULAR INDIVIDUAL SOLUTIONS: • Financial Planning • Tax - managed investment management • Unexpected life event guidance • Income planning • Charitable giving • Legacy planning EDUCATION & CREDENTIALS: Zac attended Northwood University where he earned a bachelor’s degree in Business Administration with dual majors in Banking/Finance and Management. Zac is an investment advisor representative and insurance agent and holds his FINRA Series 7 & 63, 66 securities registrations as well as his Life and Health Insurance License. Zac also holds his AIF designation (Accredited Investment Fiduciary) INTERESTS: Zac is married and has two daughters and a son. When Zac is not serving clients, he is likely challenging friends to a friendly competition of yard games or spending time on water. Other interests include tinkering in the barn, working out, and helping others with home improvement projects. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Zac Woodward, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 2021 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. 3200896-112023 Principal Financial

• What industry does Zac Woodward Aif currently work in?

  Zac Woodward Aif currently works in the
  Principal Financial

• What is Zac Woodward Aif's area of expertise?

  Zac Woodward Aif specializes in
  BACKGROUND: Zac has worked with Watermark since 2012 and is now the President of Watermark Advisory Group which has incorporated Watermark Investment Services and Watermark Employee Benefits. His specialty is engaging private companies with business consulting services and Financial Planning for High-Net-Worth individuals. Zac acts as the primary contact for business owners and leadership to address concerns and proactively provides financial best practices. As a wealth advisor for high-net-worth individuals, he orchestrates the client’s financial plan using customization and advanced wealth strategies by collaborating with accountants and estate attorneys. POPULAR BUSINESS SOLUTIONS: • Informal Business Valuations • Business Succession Planning • Business Protection • Loan Collateral Insurance • Employee Benefits POPULAR INDIVIDUAL SOLUTIONS: • Financial Planning • Tax - managed investment management • Unexpected life event guidance • Income planning • Charitable giving • Legacy planning EDUCATION & CREDENTIALS: Zac attended Northwood University where he earned a bachelor’s degree in Business Administration with dual majors in Banking/Finance and Management. Zac is an investment advisor representative and insurance agent and holds his FINRA Series 7 & 63, 66 securities registrations as well as his Life and Health Insurance License. Zac also holds his AIF designation (Accredited Investment Fiduciary) INTERESTS: Zac is married and has two daughters and a son. When Zac is not serving clients, he is likely challenging friends to a friendly competition of yard games or spending time on water. Other interests include tinkering in the barn, working out, and helping others with home improvement projects. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Zac Woodward, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 2021 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. 3200896-112023

• Which languages does Zac Woodward Aif speak? 

  Zac Woodward Aif speaks the following languages:
  No languages available.

• Which industries has Zac Woodward Aif previously worked in?   

  Zac Woodward Aif has prior experience in the following industries:
  No prior industries available.

• What is Zac Woodward Aif’s work experience?  

  Zac Woodward Aif has the following professional experience:
  Principal Financial , Watermark Investment Services , Principal Financial , Watermark Advisory , Watermark Investment Services .

• How can I find Zac Woodward Aif on LinkedIn?  

  You can view Zac Woodward Aif’s
  LinkedIn profile at LinkedIn URL.

• What are Zac Woodward Aif’s work email addresses?  

  Zac Woodward Aif’s work email addresses are
  [email protected] .

• What company does Zac Woodward Aif work for?  

  Zac Woodward Aif works at
  Principal Financial