About Zak

Meet Zak

“I’m Zak, an entrepreneur and financial strategist. After 20+ years in finance, I launched Millennial Wealth Transfer to help the millennial generation cut through the stress and confusion of inheriting money. My mission is simple: create a safe, relatable space to learn, connect, and turn money into confidence.”

Why I care: “I’ve seen too many inheritors feel overwhelmed, pressured by family, or unsure what to do. I built this practice to give them confidence, clarity, and a trusted place to turn.”

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Millennial Wealth Transfer: Guidance for millennials navigating the $30 trillion wealth transfer without the stress, guilt, or costly mistakes.