After graduating from the Paul Merage School of Business at the University of California earning MBA with focus on Finance and Organizational Strategy, Zoran has spent more than 25 years in the world of finance across a number of roles - from technology and corporate strategy, to financial planning and investment management. His passion for serving clients and helping them reach their life and financial goals has been a driving force in his role as a financial advisor for the past 15+ years. As an Accredited Investment Fiduciary Zoran also works with clients and organizations in managing their investments to achieve long-term multi-generational goals and objectives.
Outside the office, Zoran is an active member of a sailing community where he enjoys being out on the water sailing, exploring and occasionally racing. Zoran is passionate about ocean conservation and humanitarian affairs - when his schedule permits, you can find him volunteering locally and internationally as an active member of a yachting community providing disaster relief, humanitarian aid and conservation support across remote coastal regions.
LPL Financial Registered Representative, CA Insurance Lic# 0G83709