We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Isaac (Zack) Cockfield entered the financial services industry in 1999 as a Financial Consultant and has had the honor and privilege of teaching, coaching, and counseling clients and other advisors on investments and other financial planning issues since. Zack started his career working at Merrill Lynch as a financial consultant and has experience working as an advisor to clients, a Regional Sales Director assisting other advisors and most recently as a Financial Counselor assisting service-members in the Military and Family Life Consultant program.
In 2003 Zack earned the Certified Financial Planner Designation. In May of 2010 he founded Southeastern Financial Consultants Inc as a comprehensive financial planning firm but one that focused on business owners.
We welcome any questions you have regarding working with us or supporting causes we are champions for. Please let us know how we can help you!
I have been in the financial services business for almost nine years. I’ve done different jobs working at LPL, starting with Transitions Specialist and most recently as an Admin. I enjoy my job as an Admin the most. It allows me to meet many people, to help assist the advisors with any client, reports, open new accounts and special projects. It allows me to learn something new every day. I also have an eleven-year-old girl who keeps me busy and on my toes!
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Cockfield Family Office are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.