Zackary has been helping individuals, families, and business owners achieve their financial goals for over seven years. He is currently a Financial Planner at Falcon Wealth Planning, where he works directly with clients to develop comprehensive financial plans with a focus on efficient tax strategies.
Prior to joining Falcon Wealth Planning, Zackary gained valuable experience working with other Registered Investment Advisors in Southern California. He began his career at Falcon as an Operational Specialist shortly after earning a Bachelor of Arts degree in Financial Planning from California State University, San Bernardino. He has also obtained his FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional.
Zackary is engaged to his fiancée, Kellilynn, a youth mental health nurse at Loma Linda who is currently completing her Doctor of Nursing Practice (DNP) degree at Loma Linda University. They share their lives with three dogs—Trixie, Bentley, and their newest addition, Duncan. In their free time, they enjoy an active lifestyle that includes hiking, camping, and spending time at the river with family and friends.
