Zach Wielgoszinski is an Employer Retirement Coordinator & Education Specialist here at IIS Financial Services. He started in 2019 to help support our 401(k), 403(b) and 457 Employer Retirement Plan Clients. Zach is looking forward to building and growing relationships with the plan participants and administrators that IIS Financial Services advise.
His current responsibilities include preparing for onsite education and enrollment meetings, working with Plan administrators and TPA’s, as well as assisting participants with service related requests. Zach will ensure a level of satisfaction, trust, and comfortability that other advisors strive to match.
Before joining IIS Financial Services, Zach began his career with Fidelity and also worked with E*TRADE. During his time with Fidelity, he worked with their Stock Plan Services department which specialized in Equity Compensation. Zach has his Series 7, 63, and 66 registrations.
He graduated from Franklin Pierce University where he played lacrosse. Zach has also been active in the lacrosse community, coaching for the New Hampshire Tomahawks since 2008 as well as various High School programs across Southern New Hampshire. He is a New Hampshire native who loves all things lacrosse, golf, cars, and New England sports.
*Investment Advisor Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.