Zach Bauer

Financial Planning Associate at Truepoint Wealth Counsel

As a member of the financial planning team, Zach’s responsibilities include assisting specialists and advisors with internal and external deliverables, data analysis, and meeting preparation. Being in this support role affords Zach the opportunity to learn and take in as much as possible from his teammates while working towards his Certified Professional Planner (CFP) designation.

Links


Org chart