Zachary Mineur, CFA
King of Prussia, PA
Verified Identity
Independence Square Advisors
Years of Experience
14 years
Member Since
2022
Allow Me to Introduce Myself
I serve our clients by helping them achieve clarity with their financial goals and crafting investment portfolios that align with those needs.
My fascination with the complexity and inter-connectivity of markets began at a young age. The constant information flow, ever changing investor psychology ...
Clientele
Retirees
Corporate Executives
High Net Worth Individuals
Business Owners
Services Provided
Investment Management
Insurance
Financial Planning
Specialties and Expertise
High Net Worth Planning
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Credentials and Designations
Chartered Financial Analyst®
Click to learn more
Pricing Models
AUM
Education
Rowan University
Bachelors Degree in Finance Minor in Political Science
Obtained in 2012
Disclosures and Proof of License
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Profile Last Updated: July 31, 2026