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Zack Seidman, MBA

Founder & CEO | Financial Planner

B.S. – Business Admin

University of Southern California (USC)



University of North Carolina, Chapel Hill

Zack Seidman is the Founder and leader of Phase Line Financial. He grew an interest in finance during his service in the US Army. During his two deployments to Iraq as a Cavalry Scout, while others used their free time to watch movies or read magazines, Zack read as many books as he possibly could on finance, investing, taxes, and money management.

After his time on active duty, Zack completed his Bachelor of Science in Business Administration at the University of Southern California (USC), as well as an MBA in Finance from the University of North Carolina. He been involved in finance for almost 20 years, and has founded and exited multiple businesses.

His experience as a business owner and entrepreneur, combined with his top notch financial ability, uniquely positions him to help retirees, pre-retirees, and business owners reduce their taxes, grow their wealth, and plan for the future. Zack is passionate about helping others craft the life they desire

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