Richard Zarate

At Pinecrest Wealth Advisors, we believe technology should make financial planning easier, more accessible, and more personal. Richard leads our efforts to modernize how clients discover, connect, and engage with Pinecrest. From digital innovation and streamlined communications to smarter technology and personalized experiences, this role helps ensure our services evolve with the needs of the families and professionals we serve. Modern technology. Meaningful relationships. A better wealth management experience.