As a financial planner, I have been helping educate and serve clients in the Greater Boston and Providence area since 2014. My specialty lies within the family and individual planning market. I love meeting families with children and young professionals who are trying to learn more about their finances and set themselves up now – and in the future.
I choose to operate my practice with Commonwealth Financial Group, a Boston-based firm that was formed in 1857, for three key reasons:
• Access to the highest quality financial and insurance products available and without bias
• Comprehensive and holistic planning process based around client education and strategy
• Large corporate resources with a local, personalized feel
I value trust, clarity, teamwork and relationship building as the cornerstones of my practice. My approach to planning is simple – educate clients about what they have, weigh the positive and negative impact of each decision, and make ongoing improvements to a financial plan that are easy to understand and implement.
Financial planning goes far beyond just investments. Whether you are a successful business owner or new parents trying to make ends meet, the education and strategies I provide will help put your mind – and your wallet – at ease.
Besides financial planning – I also try to give back to the local community. I am involved with the Red Cross blood donor’s program and regularly host charity events at schools, community events and daycares throughout Massachusetts and Rhode Island. My firm partners and I also host retirement planning workshops for those thinking of retiring in the near future.
I graduated from the University of Massachusetts at Dartmouth with a Bachelor’s Degree of Science in Business Marketing. Currently my wife, Katelynn, and I reside in Attleborough, MA with our golden retriever, Mochi. When I’m not helping clients, I enjoy spending time with friends and family, traveling abroad, exploring New England’s gorgeous coastline, cooking and craft beer. I am also a passionate Boston sports and Arsenal FC fan.
Contact me today to get started on your plan. As the famous saying goes:
“A goal without a plan is just a wish” – Antoine de Saint-Exupery
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Risk Management Strategies
- Estate Planning
- Financial Education
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Zachary’s Licenses and Disclosures