Zak Koch

Zak is a Senior Retirement Plan Strategist for Franklin Templeton’s Defined Contribution Investment Only division, which he joined in March 2020.

Prior to joining Franklin Templeton, Zak spent time with Independent Financial Partners as Director of Retirement Plan Services. Prior to that, Zak spent several years as an internal and external DCIO wholesaler with Goldman Sachs Asset Management. Zak started his career with various roles in the retail and defined contribution divisions of Putnam Investments.

Zak studied Economics at the University of Massaschusetts, Lowell where he was member of the golf team. Zak holds the Chartered Retirement Plans Specialist and Accredited Investment Fiduciary designations and is a CFA candidate. Zak and his wife reside in the Columbus, OH area. Away from work, there’s a good chance you’ll find Zak on the golf course or fishing.