Centralized Wealth Advisor
Located at Corporate Office - W Pinnacle Peak Rd.
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 his Bachelor's Degree from Arizona State University. In his free time, Zach enjoys spending time outdoors and riding his bicycle.
Zach is registered with LPL Financial with his SIE, Series 7 and Series 66 securities registrations.