Christopher D. Zich
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“Setting goals is the first step in turning the invisible into the visible.”
– Tony Robbins
Chris has been with Legacy Wealth Management since its inception in 1998. During that time, he has enjoyed seeing multiple generations of high-net-worth families meet their complex wealth management goals through the team's individualized planning and unbiased investment management. He is a Fundamental Choice Portfolio Manager, qualified to provide customized portfolio management using active asset allocation with a goal of maximizing returns and preserving wealth.1
From 2016 through 2023, Chris has been named to the Wells Fargo Advisors Financial Network Platinum Council (previously known as Premier Advisor).2 He is teamed with Legacy Wealth Management colleagues in Scottsdale, Arizona and Grosse Pointe, Michigan. While the team works collaboratively, he is highly involved in performing due diligence on the selection and management of internal and external wealth planning platform and professional manager relationships.
His career began in 1997 after he attended Purdue University, where he studied business management. He holds the 7, 63 and 65 securities registrations. Hobbies he enjoys include fishing and time outdoors; his family and his two golden retrievers are a high priority for him.
1 The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
2 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.