Focus Financial Network, Inc.
Zechariah Schaefer, CFP®, is a Financial Advisor and Co-Founder of the Creative Edge Group at Focus Financial Network, Inc., committed to delivering tailored financial planning and investment management solutions primarily for business owners and tech professionals. Zechariah also owns Ascent Tax Services LLC, which emphasizes a stress-free tax preparation experience. Previously, Zechariah founded Ascent Personal Finance to aid Gen Z and Millennial entrepreneurs in wealth-building and tax savings. Early career roles include positions at Selective Wealth Management and HSC Wealth Advisors, focusing on portfolio management and client support. Zechariah has a Bachelor of Business Administration in Financial Planning from Liberty University and has held various analytical and leadership positions in financial services throughout professional development.
This person is not in the org chart
Focus Financial Network, Inc.
Financial Advising is not a “one size fits all” service, and neither is our firm. Our financial advisors have dynamic sets of professional skills and experiences they use to create a financial plan, review a portfolio, or work towards generating retirement income for clients. What we all share in common is our dedication to providing independent, client-focused advice that builds relationships with mutual, long-lasting value. As one of the nation’s largest, non-proprietary advisory firms with more than $6.75^ billion in assets under management, we continue to be ranked as of the Twin Cities metro area’s Top 50 Wealth Management Firms* by the Minneapolis/St. Paul Business Journal. With over 120 financial advisors in 46 branches across 6 states, our financial advisors deliver Financial Planning, Asset Management, and Financial Education services to individuals and businesses. Disclosures: Please see our website for important disclosures, https://focusfinancial.com This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures