Verified recordFinancial Services

Zach Jaggi

Lead Wealth Planner & Strategic Fintech Engineer at Dke Comprehensive Wealth Counsel

Based in Bradenton, United States

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Seniority

Director

Department

General Business & Management

Location

Bradenton

Industry

Financial Services

Company size

5

Contact information

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Email

1 credit

z•••••••@dkeinc.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Zach Jaggi

I am a graduate of Edinboro University with a degree in business administration with a concentration in personal financial planning. I am a candidate for the level I CFA exam and am on the long-term journey to acquire my CFA Charter. In sum, my personal mission is to aid in the development of planning, evaluation and assessment of corporate initiatives, analysis and proposal of strategic alternatives to enhance corporations market position.

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