Our Team

Zachary Levine, CPA has a wide array of tax, accounting, insurance, and finance experience in both the public and corporate sectors. Before launching First Financial in 2022, he was a partner at a boutique accounting firm in East Hampton, NY where he worked with several high-net-worth individuals and their closely held corporations. Prior to that, he worked for Mazars USA, auditing P&C insurance and some of the largest real estate funds in the country. Zack enjoys challenging some of the traditional concepts surrounding traditional financial planning and is willing to go against the grain to increase his client's financial well-being. Zack is a firm believer in streamlining processes and optimizing technology. He believes that transparency and responsiveness are paramount in building strong relationships with clients. His dedication to creating a positive client experience is unparalleled. In his spare time, Zack enjoys snowboarding, traveling, and practicing calisthenics.