Carl Zuckerberg
CFP®AIF®CIMA®Founding Principal, Chief Investment Strategist

Phone: 203.355.0888


Special Recognition

Worth Magazine
  • Top RIA Firm, 2024
  • Top Financial Advisor, 2024
  • RIA Edge 100, 2023
  • America’s Top RIA Firms, 2023
  • Best-In-State Wealth Advisor,  2024
  • Best-In-State Wealth Advisor,  2023
  • Best-In-State Wealth Advisor,  2022
  • Best-In-State Wealth Advisor,  2021
  • Best-In-State Wealth Advisor,  2020
  • Best-In-State Wealth Advisor,  2019
  • Financial Advisor 100,  2021
  • America’s Top 1200 Financial Advisors, 2024
  • America’s Top 1200 Financial Advisors, 2016
  • America’s Top 1200 Financial Advisors, 2015
  • America’s Top 1200 Financial Advisors, 2014
Financial Times
  • Top 300 Registered Investment Advisors, 2017
  • Top 300 Registered Investment Advisors, 2016
  • Top 300 Registered Investment Advisors, 2015

See important disclosure information.

“I am motivated by giving our clients restful nights, knowing they have a plan in place that makes market fluctuations irrelevant to their financial security.”

Carl Zuckerberg was here at the beginning. A founding member of RZH Advisors, he has been passionate about the world of investing his entire career, focusing on investment design, analysis, management, and oversight.

As our Chief Investment Strategist, Carl oversees the investment assets of the firm’s clients and sees his role as a steward of their capital and their advocate to Wall Street. Disheartened by the financial industry’s often opaque approach to investing and wealth management, Carl seeks to demystify the process, enlighten clients, and remove the fear and uncertainty associated with investing. Driven solely by the desire to pursue each client’s particular financial objectives, Carl strives to be creative in portfolio design to increase their probability of success.

A graduate of Bucknell University with a BA in economics and finance, Carl is active in the investment management industry. Carl has been recognized as one of the top 10 financial advisors in the country by InvestmentNews and is among the nation’s top advisors by Forbes/SHOOK.

He also serves on the Board of Chancellors of the Greater New York Metro Chapter of the Juvenile Diabetes Research Foundation and is a past member of the Fairfield County’s Community Foundation Professional Advisors Council. He is also a member of the Estate Planning Council of Lower Fairfield County.

When he’s not researching investments and strategy, Carl most values spending time with his wife and children, classic cars, and rescuing Potcakes, a mixed-breed dog found on several Caribbean islands. He also enjoys playing men’s hockey (his favorite position is left wing).