Zach Mooney
- Financial Advisor
- Creative Financial Group
School Information
School: Temple University
College Major: Other
Years at College Works: 2012
Career Information
Working For: Creative Financial Group
Title: Financial Advisor
Industry: Finance
Brief Description of Duties / Responsibilities:
I specialize in both business and personal financial strategies. On the business side we focus in on succession strategies, employee benefits, qualified plans, and various cost savings strategies. On the personal side I focus on protection strategies, wealth management, and estate planning. I am always looking to be introduced to decision makers that can directly benefit from my comprehensive services. Specialties: • Business Continuation & Estate Conservation Strategies • Personal Financial Strategies • Retirement Planning Strategies • Life Insurance • Disability Income Insurance • Executive Compensation Plans • Wealth Distribution / Tax Efficient Strategies • Wealth Accumulation Strategies • College Education Funding Strategies • Charitable Giving Strategies • Long Term Care Insurance • Employee Benefits • Risk Management I am also a retired veteran of the Pennsylvania Army National Guard 56th Stryker Brigade Combat Team.
What Has Been Your Proudest Accomplishment Post-CWP?Winning awards for most appointments set at New York Life.
College Works Career Impact
In one sentence, what has CW meant to you?
A competitive edge
How did your CW experience impact your career? Immediately after graduation? Now?
College Works Painting got me my job at New York Life.
What was the greatest lesson you learned from your CW experience?
When you feel like quitting, knock on one more door.
Advice
What advice do you have for potential CW participants? Current CW participants?
Stop complaining as much as I did.
What’s your favorite memory from CW?
Hanging out with the PA/Jersey crew in Las Vegas and marketing with Zach Matush. He would run his little heart out from house to house, sweating and breathing heavy, while I walked comfortably and got more leads then him. Sorry Zach.
Last words of wisdom?
Make a lot of money.