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William Zach Friedrich

Accelerate Retirement

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About William Zach Friedrich

William Zach Friedrich is a financial advisor who has been in the industry since April 2013. William is currently registered with Accelerate Retirement. William is also a Certified Financial Planner, holding the Series 66, Series 7 and SIE licenses. In the past, William worked for BLACKROCK INVESTMENTS, LLC. William has a special focus on financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

William Friedrich is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Friedrich’s Registration & Firm History

CA

07/31/2023 - Present

Accelerate Retirement (ALISO VIEJO CA)

NJ

04/10/2013 - 01/18/2023

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 05/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Zach Friedrich.
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