Zach Palmer (CFP®)
Zach Palmer focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Millennials
- Novice Investors
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Millennials
- Novice Investors
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Zach's passion of helping others began in high school when he started working at the YMCA. He carried this commitment into his college years, where he cultivated a vision for assisting people with their financial well-being.
Zach earned a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill in 2017. While at UNC, he was a two-year member of the JV Basketball team.
After college, Zach's advisory career includes stints at Vanguard and Modera Wealth Management where he completed his CERTIFIED FINANCIAL PLANNER™ designation.
In Zach’s free time he enjoys playing pickleball, basketball, and watching UNC athletics.
NAPFA Start Date
October 29, 2019
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