Zachary R. Zwick, CFP®
Associate Financial Planner
Areas of Focus:
- Financial Planning
- Investment Management
- Client Service
Education:
Zachary holds a Bachelor of Science in Finance from the University of Connecticut School of Business.
Experience and Background:
Zachary joined us in September 2019. He brings years of Financial Planning experience from a midsize Connecticut Asset Management firm. Zachary will be adding value to our client service, financial planning, and investment management here at Three Bearings Fiduciary Advisors.
Zachary is a life-long native New Englander and currently resides in Raymond, NH.
Email your questions to info@threebearings.com