Zak Leedom, CFP®, is a wealth advisor with extensive experience in financial planning, specializing in serving corporate executives and business owners. After earning a Bachelor’s degree in Finance from West Virginia University, Zak began their career in wealth management, working at Libertas Wealth Management Group and later becoming a partner at SurePath Wealth Management. Currently, Zak serves as the Head of Advisor Services at WealthPlan Group, where they lead financial planning initiatives and enhance client experiences. Their commitment to building customized financial plans reflects a dedication to helping clients achieve their financial goals.
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