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Zachary E
CFP®, Series 66
Freeport, NY
B. Riley Wealth Advisors, Inc.
Zachary Eisner is a CFP® with six years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He has previously worked at UBS Financial Services and Merrill Lynch, Bank of America. Eisner is also president and part-owner of Ship Has Risen Inc., a real estate investment company. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets through 274 advisors, offering a range of services including financial planning, retirement solutions, and advisory programs for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm provides multiple program structures and uses both proprietary and third-party asset allocation models.
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