President | Wealth Advisor
Certified Financial Planner™
Certified Private Wealth Advisor®
Zach specializes in the aspects of Behavioral Finance with individuals and families. He helps clients understand what is most important to them. Zach works with clients to develop both “Wealthy Financial Habits” and “Healthy Financial Habits.”
In addition to co-founding Solidarity Wealth, Zach works closely with ultra high net worth families advising them on how to create and sustain Wealthy Habits. Zach also serves as a Managing Partner for Solidarity Capital, an income focused hedge fund.
Prior to co-founding Solidarity Wealth, Zach was a financial advisor and a senior Vice President of investments at Wells Fargo. He has a Masters in Finance and an Undergraduate Degree in Accounting, both from The University of Utah.
With his constant desire to learn and gain knowledge he has obtained his Certified Financial Planner™ designation along with also being a Certified Private Wealth Advisor®.
In his free time, Zach spends time with his wife and four children and enjoys being active in both indoor and outdoor sports. He is an avid reader of many topics including business, psychology, and biographies as a way to understand the past to help successfully navigate the future.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. * Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License.
The Certified Private Wealth Advisor® (CPWA®) designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high-net-worth clients. Prerequisites for the CPWA® designation are: a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC®, or CPA license; have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and five years of experience in financial services or delivering services to high-net-worth clients. CPWA® designees have completed a rigorous educational process that includes self-study requirements, an in-class education component, and successful completion of a comprehensive examination. CPWA® designees are required to adhere to IMCA’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investments & Wealth Institute.