Zach Mindel

Zach Mindel

Financial Adviser, Forum Financial Management, LP

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