Zack Ricciardi

Service Representative at SHP Financial

Zack Ricciardi is currently the Director of New Business at SHP Financial, overseeing a team of associates handling wealth account openings and sales tracking. Prior to this, Zack held various roles in banking, wealth management, and client service at companies such as First Republic Bank and Acadia Management Co. Ricciardi also has experience as a baseball coach at Northeast Lions Baseball Club. Zack holds a Bachelor of Science degree in Mathematics from Bridgewater State University.

Location

Boston, United States

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SHP Financial

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way.


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Employees

11-50

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