Zack Gutches (CFP®, CPA)
Zack Gutches focuses in the
following client markets or areas of practice:
- Charitable Giving
- Hourly
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Tax Planning
- Charitable Giving
- Hourly
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Tax Planning
Planning Specialties
• Biblical Finance • HENRY's (High Earners, Not Rich Yet) • Equity Compensation (RSU's, Stock Options, etc.) • Physicians • Solopreneurs • Tax Preparation & Filing • Education Funding • Employer Benefits Optimization • Student Loan StrategyAdditional Information
Hi, I’m Zack Gutches. I founded True Riches Financial Planning because I saw a huge need for working Christian households to have access to a dedicated, ongoing personal finance guide who specializes in working with Christians in accumulation-mode, serves as a fiduciary-at-all-times, and assesses a flat-fee based on value provided.
Most financial advisors are generalists trying to serve everybody in a world filled with complexity, have high asset minimums, charge an arbitrary % of assets they manage, and don't specialize in seeing the big picture and how everything integrates together for the optimal benefit of the client. True Riches is here to change that.
I embody my mission by using my God-given gifts to wholeheartedly serve my clients with a spirit of utmost excellence, radical transparency, intentionality, lifelong-learning, and authenticity.
I bring extensive experience to my clients from my time at Deloitte (one of the "Big 4" consulting firms) and as a previous Lead Financial Planner at one of the fastest growing independent RIA's in the country, where I served as a Household CFO to ~60 households and led the advisement on $100M+ in assets.
In personal finance itself, I believe in embracing the biblical values of generosity, simplicity, and wise stewardship. If you're eager to learn more, check out my website or book a complimentary consultation - don't worry, it's non-stuffy and there's no awkward sales pitch.
NAPFA Start Date
October 29, 2024