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Zach Gentry (CFP®, CKA®, CPA)

Zach Gentry focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Gentry Financial services include cash flow planning, retirement planning, estate planning, tax planning, charitable planning, insurance planning, education planning, and investment management.

Additional Information

Zach believes he has one of the best jobs in the world. Not only does he get to deliver quantitative value, but he’s also amazed at the qualitative benefit clients experience, whether it be an objective perspective, accountability, or newfound contentment. And, best of all, Zach is thankful for the continual impact clients have on him. He appreciates and admires their thoughtfulness, gratitude, wisdom, generosity, and friendship. Over the last several years, Zach obtained the CERTIFIED FINANCIAL PLANNER™ mark and became a Certified Kingdom Advisor® (or CKA, which equips him to offer specialized advice that aligns with the values and priorities of Christians). He is also a CPA> Zach is a member of XY Planning Network, an organization providing support, technology, and back-office services to over 2,000 independent advisors. Zach and his wife live in Fishers and enjoy playing pickleball, golf, and board games with their friends. They also love serving at their local church, where they enjoy welcoming visitors and building new relationships.

NAPFA Start Date

July 24, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an appointment Fishers, IN 46037 Phone: +1 (317) 331-8595
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