Managing Partner

Zachary Brody,
CFP®, ChFC®

Zachary Brody is the Managing Partner and Founder of Lumiere Financial. He leads the firm's investment strategy, executive leadership, business development, M&A, and long-range planning.

Zach also serves as Managing Partner and Co-Founder of InsureTech Brokerage, a Brokerage General Agency serving financial professionals nationwide. Prior to that, he led the Manhattan office of Prudential Advisors, where he qualified for the President's Club Conference, and began his career at AXA Advisors focused on client portfolio management and investment research.

Zach is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®. He is an Associate Member of The Economic Club of New York, a member of the Forbes Finance Council, and volunteers with Junior Achievement teaching financial literacy.