Zachary Rosen
Client Relationship ConsultantZachary Rosen joined Wealth Investment Group as a Client Relationship Consultant, bringing a disciplined, data‑driven perspective to his work, grounded in his background in business intelligence and performance analytics. Before joining Wealth Investment Group, he supported executive‑level decision‑making through data modeling, dashboard development, and operational insights at Chewy. His ability to translate complex information into clear, actionable insights strengthens and enhances our financial planning process.
Zachary holds a Bachelor’s degree in Accounting from the University of Central Florida and a Master’s degree in Business Analytics from the College of William & Mary.
Outside the office, Zachary enjoys spending time with his pets and cultivating his bonsai trees — a hobby that reflects his appreciation for patience, discipline, and long‑term growth.
