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.
Current role
Financial Planning Associate at Commonwealth Financial Group
Financial Planning Associate II at TCI Wealth Advisors
Senior Financial Planning Associate at TCI Wealth Advisors
Financial Planning Associate at Perigon Wealth Management, LLC
Financial Planning Associate at First Pacific Financial
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