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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2004
- Office Locations
- 1
Office Locations
About Lifegoals Financial Group
LifeGoals Financial is a fee-only RIA providing individualized retirement-focused planning and portfolio management for pre-retirees, retirees, high-net-worth and multi-generational families. Services include goal-based planning, tax and estate strategy, and ongoing investment management. The practice custodians with Fidelity and builds portfolios with a strong ETF and investment-grade corporate bond mix.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 163 clients, or 163 clients per representative. That equates to $364.4K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lifegoals Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT MICHAEL ZALOKAR
President
- CRD
- #1625897
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,395,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,395,837 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lifegoals Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.