The Different Facets of Wealth Management With Michael Soroko & Zach Zenda

“Everybody right now is just trying to get rich quick and I think there's a lot of people that have gotten rich quick but the majority of the people in this country are not getting rich quick by hitting a couple of nice trades in the market.”

Michael?grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Series 6, Series 63, and Series 65 Licenses. He obtained his "Certified Family Business Specialist “designation (CFBS) through the American College in Philadelphia in 2015.

Zach?was born and raised in South Brunswick, NJ. Zach attended Rutgers University in New Brunswick, NJ where he was a member of the Men’s Lacrosse Team. He graduated with his Bachelor’s Degree in 2012 and began his career in the Financial Services Industry. Zach has been a registered representative of MML Investors Services, LLC. since 2013, and is one of the founding partners of Emeritus Wealth. Zach holds his Life, Health, Series 7, and Series 66 licenses, and he obtained his "Certified Family Business Specialist” designation (CFBS) through the American College in Philadelphia in the summer of 2015.

Watch the episode here

Brett:

I’m excited about our next two guests that are out of the great state of New Jersey, Michael Soroko, and Zach Zenda. They’re on a mission to help people have total financial analysis on all of what they’re doing to build their wealth, including retirement analysis, including estate strategies, including employee benefit and retention services, business continuation strategies, trust services, life insurance, and so much more. Please, welcome to the show with me, Mr.?Michael Soroko, and?Zach Zenda. How are you are guys doing?

Michael:

Good. Thanks so much for having us, Brett.

Brett:

I’m excited to have you guys as well. How about we start with Mike, and then we’ll go Zach, a little bit more about your story and your current focus?

Michael:

I’ve been in the business here in financial planning since 2013. Zach and I partnered up pretty much six months to a year into the business to young guys who didn’t really know too much about where we were going just said, Hey, we want to work hard and help a lot of people, and eight, nine years later, here we are with a team of staff and managing assets, helping people every day. Born and raised in New Jersey, and love the business and everything about it.

Brett:

How about you Zach?

Zach:

Similar to Mike started in the business in 2012, and Mike and I started working together pretty quickly. Fast forward almost a decade later working together and grown to probably well over 600 households and clients, over $100 million in assets, and really looking forward to the next 10 years or so of a lot of the changes that we’re going to be seeing across the board in this country. We’re already seeing it so quickly. But like Mike born and raised in New Jersey, we’re both college athletes so that similar backgrounds, totally different sports, but similar backgrounds and our work ethic and drive, and what motivates us definitely brought us together and continues to help us exceed and grow and build the business well after our, our athletic careers have long passed us. Excited to be here today, and looking forward to chatting with you, Brett.

Brett:

Thanks so much for that background. That’s really cool. Let’s dive right into the number one Secret to Building Different Facets of Wealth Management. What would you say that is. What’s the number one secret to creating different facets to make sure that you’re financially strong and stable?

READ AND LISTEN TO OUR FULL EPISODE

CLICK HERE