800.352.5837

Zachary MacDougall
Zachary MacDougall, CFP®, ChFC®
Associate Partner
Areas of Focus
  • Medical Professionals
  • Attorneys
  • Business Owners
  • Wealth Management
  • Retirement Planning
  • Asset Protection


Phone: 858.812.3186
Location
San Diego, CA »
4445 Eastgate Mall Road, Suite 200
San Diego, CA 92121

Mobile: 860.705.4535
Fax: 602.324.0393

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Zachary A. MacDougall, CFP®, ChFC®, is a financial advisor and associate partner with North Star Resource Group. He runs an office branch located in San Diego, CA, and has clients in 18 states nationwide. North Star Resource Group is one of the nation’s largest and oldest privately-held independent financial advising firm, with over $8 Billion of client assets* entrusted to them and origins tracing back to 1908.

Zach is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CHARTERED FINANCIAL CONSULTANT™. He manages an advice-based financial practice concentrating on providing integrated financial strategies specific to medical professionals, attorneys, and small business owners as well as high net worth individuals across different professions and disciplines.

Ultimately, Zach builds long term relationships with his clients and helps them grow and protect their wealth in an efficient manner. He can help you identify, develop, and refine your short and long term financial goals, design a financial strategy to efficiently pursue them, and keep you accountable to those goals throughout the years.

Zach knows that it is equally important to educate the community about personal financial strategies, and devotes time throughout the year providing educational financial seminars in the San Diego/Phoenix areas for both the law and medical communities. Please reach out to his practice coordinator Jamie.Amacher@northstarfinancial.com if you would like to schedule Zach for a complimentary, no obligation educational seminar for your association, students, or company employees. 

Recent Speaking Engagements/Publications:

  • Association of Financial Advisers, Singapore
  • IPP Financial Advisers; Singapore, Singapore 
  • California Bar Association - New Lawyer's Division
  • California Physical Therapist Association
  • UCSD Neurosurgeon Residents
  • UCSD Skaggs School of Pharmacy & Pharmaceutical Sciences
  • St. Augustine University Physical Therapists
  • San Diego Pharmacist Residency Programs (Sharp, VA, Scripps, UCSD, Navy)
  • Published in the San Diego Defense Attorney Update Magazine
  • Published on Virtualmedstudent.com
  • San Diego Society of Physician Assistants SDSPA 
  • San Diego State University Physical Therapists

Zach only assists a select group of clients per year, focusing on their precise needs and goals. The relationships his clients enjoy are designed to endure for decades to create prosperity, security and financial well-being. Zach is passionate about his client relationships and strives to build a reputation centered on honesty and integrity. His consulting approach focuses on individual attention and personalized recommendations to suit his clients’ diverse needs, and high client retention rate demonstrates the trust and success built and preserved through committed service.

Professional Specialties

  • Investment Portfolio Management
  • Financial Analysis Review
  • Retirement Investment Strategies
  • Tax Minimization Techniques**
  • Debt Management Strategies
  • Student Loan Repayment Strategies
  • Education Funding
  • Survivor Needs Analysis
  • Asset Allocation & Risk Tolerance
  • Cash Flow Analysis/Budgeting
  • Wealth Accumulation & Distribution Strategies
  • Individual Insurance Strategies: Life, Disability, and Long Term Care

Business Specialties

  • Qualified Employer Plans: 401k's, SEP IRAs, SIMPLE IRAs
  • Group Insurance: Health, Life, Business Overhead, and Disability Insurance
  • Business Continuation/Exit Strategies**
  • Employee Seminars

Qualifications

  • CERTIFIED FINANCIAL PLANNER Certification
  • Chartered Financial Consultant (ChFC)
  • Harvard Business School Online
  • Arizona State University, W.P. Carey School of Business
  • Autonomous University of Barcelona - International Business Certificate
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered
  • Licensed Life, Accident and Health Insurance Agent
  • Zach has been distinguished among a select group of financial advisors worldwide by the Million Dollar Round Table (MDRT) as a 2018 and 2017 Qualifier. MDRT is the Premier Association of Financial Professionals®.
  • Registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Personal

Born and raised in Waterford, Connecticut, Zach now resides in San Diego, California with his wife Carla. Zach enjoys sailing, golf, skiing, tennis, and traveling with his family and friends experiencing new cultures and creating forever lasting memories.

*As of 12/31/2017

**Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation.

Zach is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. CA Ins Lic # 0H70687. 2316371/DOFU 11-2018

Zachary’s Support Team


Jamie AmacherName: Jamie Amacher
Title: Senior Practice Coordinator
Phone: 612.617.6179

Tracy SheaName: Tracy Shea
Title: Practice Coordinator
Phone: 612.617.6087

Name: John Rothchild, JD
Title: Wealth Management Counsel at Securian
Phone: 651.665.5127

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

San Diego

4445 Eastgate Mall Road, Suite 200
San Diego, CA 92121

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Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.