Zach McCann, CIMA®, AIF®, is a senior financial advisor at CAPTRUST, where they specialize in retirement plan consulting and investment advisory services. As part of the CAPTRUST Allentown team, located in Pennsylvania’s Lehigh Valley, Zach contributes to the management of qualified and nonqualified retirement plans for a diverse range of clients. With significant experience in fiduciary process management and financial wellness, Zach ensures that clients receive comprehensive retirement planning advice. Zach holds a Bachelor of Science in Finance from Lehigh University and has previously served in various roles within CAPTRUST, including client management consultant and financial advisor.
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