Meet Zach Omanson—a dedicated financial advisor with 17 years of experience and a tax accountant for the past 7 years. Fully licensed with Series 6, 7, 63, 65, Life, and Health designations, Zach has built his career guiding clients through life's financial ups and downs, including the Great Recession of 2008 and beyond. His passion for helping others began personally, having navigated the dot-com bubble himself, which inspired him to protect and empower families with smart, thoughtful strategies.
Zach's professional journey includes roles at two of the nation's largest firms, JPMorgan and Wells Fargo, before bringing his expertise to a more personalized approach. Today, as part of the United Team, he specializes in holistic financial and tax planning, always aiming to minimize taxes today while building lasting security for clients and their future generations.
Born and raised in Kansas, Zach moved to Florida in 2011 with his wife (a talented CPA) and their young daughter. They've since grown their family by three, now raising three daughters and a son (ages 9 to 15) in beautiful Boca Raton. Happily married for 21 years, Zach cherishes family time—coaching his kids' basketball and soccer teams and actively serving the youth at his church.
With a warm, community-focused spirit, Zach freely gives his time to local charities and believes in building trusting, long-term relationships. Whether you're planning for retirement, optimizing taxes, or securing your family's future, Zach is here to guide you with experience, integrity, and a genuine smile.