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    Aif® Zack Farooquee

    Assistant Vice President, Financial Advisor at BancWest Investment Services

    Aif® Zack Farooquee is a seasoned financial advisor with over ten years of experience in the financial services industry. Holding the AIF® (Accredited Investment Fiduciary) and AAMS® (Accredited Asset Management Specialist) designations, Zack excels in helping clients prioritize their financial needs and develop tailored portfolio strategies that preserve and build wealth. He believes in creating flexible strategies aligned with individual objectives and adapting to changing economic conditions. Zack offers expertise in comprehensive financial and investment planning, retirement planning, specific goal planning, annuities, insurance analysis, charitable giving, estate planning, and trust services. Reach out if you are transitioning jobs, dealing with major life changes, or seeking personalized financial advice. Zack can be contacted at (949)344-8245 or via email at ZACK.FAROOQUEE@BOTW.COM. He holds current state registrations in CA, CO, NV, NY, TX, and VA as a registered representative of BancWest Investment Services, a FINRA/SIPC member, and SEC Registered Investment Adviser.

    Aif® Zack Farooquee
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    Location

    Newport Beach, California, United States