Meet The Team

Zachary Simon-Adler

Zachary is a Bay Area native who earned a B.A. in Environmental Science with an emphasis in Sustainable Design from Pacific University in Forest Grove, Oregon. During his studies, he spent a semester abroad in Australia.

Before joining Mosher Financial Advisors (MFA), Zachary spent six years in the banking and financial services industry. He began as a Teller and Customer Service Representative, advanced to a supervisory position, and later served as a Senior Relationship Banker and Client Relationship Consultant.

Zachary joined MFA in 2026 as a Client Services Associate, bringing extensive customer service experience and a strong background in client relationships. He works closely with our Financial Advisors to support our clients’ financial well-being and overall peace of mind.

Outside of work, Zachary enjoys spending time with his girlfriend in Marin, exploring new restaurants, and cooking together. He also has a passion for watches, listening to records, hiking, and traveling.