Zachary Czaplicki is an investment adviser representative with Charter Oak Financial, whose proud history dates back to 1886. Whether he’s working with his clients in law enforcement, medical and dental professionals, business owners or individuals and families, Zach believes in the power of a plan. He specializes in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.

Prior to joining Charter Oak, Zach worked as a public safety officer for six years. He earned a bachelor’s degree in business administration at the University of Hartford. He currently holds a Series 7 and Series 66 license from the Financial Industry Regulatory Authority (FINRA) and is liscened to sell securities in CT, MA,SC,RI,KS,CO,CA,NY.

Outside of the office, Zach enjoys hiking, bike riding, kayaking, baseball, golfing, and traveling with his family. Zach and his wife, Shelby, reside in Windsor, CT with their German shepherd, Kramer.

Practice Areas
• Risk Management
• Insurance Strategies
• Retirement Planning
• Educational Funding Strategies
• Financial Planning
• Investment Strategies
• Tailored Investment Portfolios
• Business Planning + Succession Strategies