Zach Mindel
Zach Mindel is a Financial Adviser with Forum Financial Management, LP, a Registered Investment Adviser that manages more than $8 billion in client assets. Before joining Forum, Zach spent over 10 years in the U.S. Navy as a Naval Aviator and remains in the Naval Reserves as a flight instructor.
Zach is based in Bellingham, Wash., and works with clients nationwide. He specializes in comprehensive financial planning tailored to the unique needs of veterans, service members and their families.
Drawing on his firsthand experience navigating military benefits and transitions, he provides specific guidance on retirement planning, investment management and reaching long-term financial goals.
Phone: 630-474-3599 | Email: zmindel@forumfinancial.com | Website: www.forumfinancial.com
LinkedIn: www.linkedin.com/in/zachary-mindel
Latest articles by Zach Mindel
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Guide to Military Education Benefits and Resources
Service members and their dependents have many opportunities to get help with education before, during and after they serve.
By Zach Mindel Published
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Guide to Military Benefits for Retirement, Pay and Savings
Benefits for those who serve in the U.S. military can sometimes be complex and confusing. Here’s what to know about how to optimize some of them.
By Zach Mindel Published