Zach Osborne
UC Santa Barbara
Tell me more about Zach Osborne?
Zach Osborne is an experienced Retirement Plan Consultant with 8.1 years of work experience. He is based in Modesto, California, and currently works at Choice 401(k) Solutions. Zach is dedicated to helping business owners navigate the intricate process of designing and maintaining successful retirement plans. He prides himself on his proactive approach to design and administration, ensuring that the first contribution is submitted and long after. Zach is an Accredited Pension Administration (APA) and an alumnus of the University of California, Santa Barbara. He is currently a Retirement Plan Consultant at Choice 401(k) Solutions.
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About
Choice 401(k) Solutions is dedicated to helping business owners navigate the intricate process of designing and maintaining a successful retirement plan. From the initial plan design consultation to the day the first contribution is submitted and long after, we work hard to be the resource our clients need. At Choice 401(k) Solutions, we pride ourselves on our proactive approach to retirement plan design and administration. Our high-quality service model allows us to avoid the pitfalls of receiving advice after the year is over and take advantage of opportunities that are only available to retirement plan sponsors who receive timely support. Choice 401(k) Solutions is led by Zach Osborne who started his career in the retirement plan industry and has since become a trusted partner on 401(k) plans in our local community. Zach is an Accredited Pension Administration (APA) and an alumnus of the University of California, Santa Barbara where he earned his Bachelor of Arts in Economics. Zach and his wife live in Turlock, California where they are raising their daughter and expecting to be parents of two in January of 2022.
...See MoreWork Experience
Retirement Plan Specialist
Financial Services
Zach Osborne's Professional Milestones
- Retirement Plan Specialist (2015-08-01~): Developing strong strategies to secure retirement plans that drive engagement and achieve organizational goals.
Education
Economics
2010-2014Certification
Colleagues
Martha Talamantes
Senior Retirement Plan Administrator
Ashlee Pacheco
director of operations at osborne & associates inc
Ometta Sharma
Assistant Manager
Sue Ceballos
Administrative Assistant
Denise Cueto
Administrative Assistant
Other Named Zach Osborne
Frequently asked questions
We found 2 Zach Osborne's email addresses
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Zach Osborne's social media include: Linkedin,
Zach Osborne works for Osborne & Associates, Inc.
Zach Osborne's role in Osborne & Associates, Inc. is Retirement Plan Specialist
Zach Osborne works in the industry of Financial Services
Zach Osborne's colleagues are Martha Talamantes,Ashlee Pacheco,Ometta Sharma
Zach Osborne's latest job experience is Retirement Plan Specialist at Osborne & Associates, Inc.
Zach Osborne's latest education in UC Santa Barbara