Zachary Gildenberg, CFP®, ChFC®

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My passion as a financial representative is to help people achieve their goals through financial independence. I believe it is important to focus on financial education to help ensure that each person I work with fully understands their personal situation. This process allows me to help my clients gain a better understanding of the strategies I recommend, ultimately providing them with a blueprint to reach their goals. By focusing on cashflow, I am able to provide a customized holistic strategy that provides clients with a balance between enjoying the present, protecting what they have and planning for the future.

Prior to graduating college, I interned at Princeton Wealth Advisors of Raymond James where I first learned the basics of investment analysis, portfolio allocation and investment planning. Following my internship, I attended Stockton University where I graduated cum laude with a B.S. in Financial Planning. Soon after graduation, I started as a Financial Planner at MassMutual gaining valuable experience in the field. During my 5 years with Mass Mutual, I developed a strong background and understanding of advanced planning software, which has allowed me to provide state of the art technology and analysis to our clients. In 2020, our group took the leap to go independent and start The SWR Group.

Just like I stress to my clients, continued education is very important to me. I am committed to continuing to refine my knowledge in the field. I currently reside in South Brunswick, NJ with my fiancé, Shannon, and our yellow lab Daisy. In my free time I enjoy being outdoors, hiking, golfing, and skiing.