Zachary Weirich, CFP®, AIF®

Principal Advisor

Zachary Weirich is a CERTIFIED FINANCIAL PLANNER™ Professional and an Accredited Investment Fiduciary™, with a deep-routed passion for financial planning and investment management. His interest in finance and the advantages of long-term investing began during his early school years when Zack learned investing and the “power of compounding”. Zack was fascinated by how a small, consistent investment could grow significantly over time. Albert Einstein famously called compound interest the eighth wonder of the world, and Zack couldn’t agree more. Growing up in a hardworking, middle-class family, Zack later recognized that effective financial planning and education could pave the way to financial success and ease financial burdens. This realization sparked his mission to help others achieve financial confidence and freedom.

Zack earned his Bachelor of Science in Managerial Economics from the University of California, Davis. Shortly after graduation, Zack embarked on his career as a Financial Advisor and has been dedicated to the profession ever since. With over a decade of experience, his goal is to share his knowledge with individuals, families, and business owners, helping them feel confident and secure in their financial decisions. Zack believes that the more he understands what makes his clients unique, the more effectively he can serve and advise them. It truly is a long-term partnership and it’s crucial to listen and really understand what’s important to his clients. His mission is to bring financial peace to their lives through financial planning, education and guidance, enabling them to live worry-free financial life.

In his free time, Zack is dedicated to staying active. He enjoys golfing, mountain biking, running, and has recently taken up swimming. Anything that keeps Zack active and outdoors is an adventure he welcomes. Zack is also a proud father to his two wonderful children, Sadie and Hudson, and couldn't have achieved his success without the support of his wonderful wife, Sabrina.