Zachary Holly CFP® CRPC®
*conferred by College for Financial Planning
Centralized Wealth Advisor
Zach has worked as a Financial Advisor for more than 7 years and focuses on retirement planning for credit union members at all life stages. He takes time to get to know his clients and he helps them address their financial goals.
Zach completed extensive training to earn the Chartered Retirement Planning Counselor (CRPC®) conferred by the College for Financial Planning. Zach also holds a bachelor's degree from Arizona State University.
Zach enjoys being outdoors and riding his bicycle.
Zach is registered with LPL Financial with Series 7 and Series 66 securities registrations.