Zachary Brody, CFP®, ChFC®

MANAGING PARTNER

zach-brody
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Ever since I was a kid, I wanted to make people feel safe, which is what led me to start my own security alarm company in high school. Later on, however, I realized the one area in which people consistently felt unsafe wasn’t necessarily home security—it was personal finance. After graduating college, I felt drawn to help people through their financial challenges. This is what led me to my first job at AXA Advisors. In each job thereafter, I’ve continued to follow my passion for helping people attain financial security and autonomy. Lumiere is a culmination of my nine years of industry knowledge and experience guiding individuals and families to achieve financial success at all levels. Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Lumiere Financial Group will continue to grow and make a real difference in our communities. Outside of work, you can find me at the gym, traveling, and visiting museums. Designations, Registrations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • Chartered Financial Consultant® (ChFC®)
  • FINRA Series 7, 9, 10, 24, 66