Zach Wielgoszinski

Zach Wielgoszinski joins HUB as a Retirement Plan Education Specialist. He has nine years of industry experience with firms such as Fidelity Investments, E*Trade, and Morgan Stanley where he obtained the FINRA Series 7, 63, and 66 securities registrations. 

Throughout his career, he has worked in roles that specialize in personal investing, workplace retirement plans, executive services/ultra-high-net-worth, and equity compensation plans or stock plan services. These experiences allowed him to work with people who were only just starting to invest and were seeking fundamental guidance, to consultative sales-based positions, to client relationship management, and even coordinating and presenting education seminars. 

Zach likes to focus on the relationship with his clients. He does so by making sure to pay attention to what is most important to them and their future while providing a white-glove service experience to ensure the utmost satisfaction.

Zach graduated Cum Laude from Franklin Pierce University with a Bachelor’s degree in Business Management. He was also an inductee into the Sigma Beta Delta International Honors Society and Chi Alpha Sigma National Honors Society. Zach also passed the Level 1 exam for the CEP (Certified Equity Professional).

Outside of finance, Zach enjoys spending time with his family. He has been married to his lovely wife, Jordan, since November 2020. Zach and Jordan welcomed their first child, Everly Reign Wielgoszinski, into the world in December 2021. And we cannot forget about Ruby, his golden retriever, as she completes the family picture. He also enjoys staying active, playing golf and lacrosse, is an avid Boston sports fan, and car enthusiast. He is an experienced lacrosse coach who stepped away from the game to focus on his family and career but hopes to someday return to the sidelines to help grow the game!