John Zachary

Background

About John Zachary

I help people get retired and stay retired. My team has experience in all areas of financial planning. Whether it's helping successful individuals create a clear path to financial independence, helping retirees maximize their nest egg over their retirement, guiding folks through their transition into retirement, or helping business owners establish a retirement plan for their business, we have the knowledge and experience to help clients reach their long-term goals. We offer fiduciary investment services, objective financial planning advice, and a transparent fee structure. We work for our clients, not a bank or large financial institution. I obtained my CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL certification in 2012. Learn more about the CFP® Designation here: I obtained my Certified Retirement Counselor® Designation in 2020. FINRA Series 66 Licensed. North Carolina Life & Health Insurance Agent Licenses. Specialties: Comprehensive financial & retirement planning, investment management, risk management (insurance) planning, estate planning, and tax planning for families, small business owners, and successful executives. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: