Zachary A. Bachner, CFP®
Advisor | Director of Financial Planning
Zach is responsible for the bulk of the financial planning, investment analysis, and solution recommendations for our office. He graduated with honors from Central Michigan University in May of 2017 with a double major in Finance and Personal Financial Planning. He is series 65 licensed, holds many other licenses, and is also a CERTIFIED FINANCIAL PLANNER. Nowadays, Zach enjoys spending time with his wife, Allison, and their growing family. They love to travel, hike, and explore new places together! Fun Fact: He was the captain of the CMU Club Dodgeball team, which led his team to three consecutive national title games while earning two All-American awards.
Education
Central Michigan University with Honors - Finance & Personal Financial Planning
Experience & Certifications
8 Years Experience
- • CFP®
Securities Exams & Registrations
- • Securities Industry Essentials (SIE)
- • Series 7
- • Series 63
- • Series 65
Insurance Licenses
- • Life, Accident & Health Insurance
- • Property & Casualty Insurance
- • Variable Life & Variable Annuities
Articles by Zachary
- How Much Money Do You Need to Retire?
- Unnecessary Costs: 5 Common Budget Drains to Watch For
- Collectibles vs Investments: Which Belongs in Your Financial Plan?
- Should You Give Now or Invest First? Charitable Giving Guide
- What Does $39 Trillion in US Debt Mean for Your Portfolio?
Zachary has written 126 articles for the Summit blog.
Ready to Work with Zachary?
Schedule a consultation to discuss your financial goals.
Schedule Consultation