Zachary Thomas Senn

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Rockefeller Capital Management
  Los Angeles, CA
• 04/2024 → 05/2025
  Innovative Wealth Building
  Sherman Oaks, CA
• 08/2023 → 05/2025
  California State University, Fullerton
  Fullerton, CA
• 05/2021 → 07/2023
  United Parcel Service
  Visalia, CA
• 08/2017 → 05/2021
  El Diamante High School
  Visalia, CA
• 06/2015 → 06/2017
  La Joya Middle School
  Visalia, CA
• 08/2021 → 06/2023
  College Of The Sequoias
  Visalia, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-14

Other Names

• Zach Senn