Navigating a clear course toward your financial security.

Zachary R. Zwick, Associate Financial Planner





Zachary R. Zwick, CFP®

Associate Financial Planner


Areas of Focus:

  • Financial Planning
  • Investment Management
  • Client Service


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

Secure Document Vault Don't email that document - Send confidential data to us with confidence using our secure document portal.