Meet Our Team
| We pride ourselves on responding quickly to client questions, providing financial education, applying an attention to detail to help ensure clients understand their wealth and its impact on their lives. |
| Our ongoing communications and client events help simplify complex issues and improve client decision-making, as well as help ensure they understand “they are valued.” |
| We manage client assets as if they were our own – for a select number of households – and provide clients the high-touch service we believe they deserve. |
Zach Tapia
Financial Advisor
Email Address
zachary.tapia@wellsfargoadvisors.comPhone Number
(760) 804-3675Focus
Utilizing his strong educational background in finance and investments, along with his passion for helping others, Zach Tapia focuses on providing services to individuals and employers to assist them in making educated, personalized financial decisions with the ultimate goal of achieving lifelong financial goals and a higher quality of life.Background & Experience
Prior to joining Wells Fargo Advisors, Zach earned a B.A. in Business Administration with a Marketing emphasis from Pacific Union College in Angwin, CA. Additionally, Zach has successfully completed multiple exams such as FINRA's Securities Industry Essentials (SIE) exam, Series 7, and NASAA's Series 66.Away from the Office
Zach enjoyed living in the Napa Valley, but was thrilled to return to his hometown of Carlsbad, CA to begin his career with Tapia Wealth Management Group. When away from the office, Zach enjoys lake days, jiu jitsu, working out, concerts, and other social events.CA Insurance License Number: 4285884
Resident State: CA