Zach Altman

Financial Advisor

Learn how we can help you meet your financial goals.

Phone: 952.908.2513
Cell
: 612.750.6897

Zach Altman

Financial Advisor

Learn how we can help you meet your financial goals.

About

As a financial advisor based at Fortune Financial in Minnetonka, Minn., Zach focuses on helping young, motivated professionals in the Greater Twin Cities develop and maintain sound financial strategies based on their individual circumstances.

Zach was drawn into the financial advising career path by his father and mentor, Larry Altman, who has been an advisor for nearly 40 years, but also by his desire to have an impact on other’s lives around him for the better.

Growing up with a brother who has special needs, Zach also has a place in his heart and practice for working with families who need help navigating the challenges and financial needs of being caretakers for disabled relatives. He above all is dedicated to educating his clients early on to create real and permanent behavioral changes surrounding their finances, helping them to reach their goals efficiently and on their own terms. Zach’s clients often have a strong vision for the future and value honesty, family, and being part of a community.

Zach grew up in Mound, Minn., and currently resides in Minneapolis. He attended the University of Minnesota – Twin Cities and graduated with a double major in political science and Spanish studies, with a minor in management from the Carlson School of Management. He became fluent in Spanish during college while studying abroad in Toledo, Spain.

In his free time outside of work, Zach enjoys golfing, running, traveling, hunting, fishing, reading, and watching or playing sports.

Qualifications:

  • FINRA Series 7 and 66 registered
  • Life, Accident and Health Certified
  • Variable Insurance Registered
  • Comprehensive financial planning
  • Debt management
  • Investments
  • Retirement strategies
  • Risk management

Team

Larry Altman, CFP®, CLU, CLTC®
Larry Altman, CFP®, CLU, CLTC®

Founding Partner

David Shestak

Director of Client Services

Rae Marie Linden

Client Service Representative

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Contact

Connect with Zach

    Office locations

    Minnetonka, Minn.

    10261 Yellow Circle Drive
    Minnetonka, MN 55343

    Get directions

    Zach is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial, LLC. 2509757/DOFU 4-2019