ZACHARY BROMMER, CFP®, CLU

Zachary joined Sage Settlement Consulting after 15 years in the financial services industry. Most recently, Zachary worked as an independent financial advisor and insurance producer, working with families and small businesses. Prior to that, Zachary held a variety of roles working directly for insurance carriers and supporting the independent financial advisors across the country.

Zachary has always taken an education first approach. He believes strongly that staying up to date with the newest planning strategies and industry developments is the surest way to add value to his attorney/client relationships. With claimants, Zachary understands his role as a resource in making sure their questions are answered and the solutions suggested are tailored to their best interests and long-term financial security.

Zachary graduated from Temple University’s Fox School of Business. He has also earned post graduate accreditations from the American College of Financial Services (Chartered Life Underwriter®) and the CFP Board (Certified Financial Planner®).

Zachary lives in Philadelphia with his wife and two dogs. Zachary is a volunteer with the Vetri Community Partnership and helps teach nutrition and cooking skills to kids in the Philadelphia school system. In his free time, he enjoys golf, reading, skiing and cooking.