Navigating a clear course toward your financial security.

Zachary R. Zwick, Associate Financial Planner

 

 

 

 

Zachary R. Zwick;

Associate Financial Planner

 


Areas of Focus:

  • Financial Planning
  • Investment Management
  • Client Service

Education:

Zachary holds a Bachelor of Science in Finance from the University of Connecticut School of Business.


Experience and Background:

Zachary joined us in September 2019. He brings years of Financial Planning experience from a midsize Connecticut Asset Management firm. Zachary will be adding value to our client service, financial planning, and investment management here at Three Bearings Fiduciary Advisors.

Zachary is a life-long native New Englander and currently resides just outside of Boston.

Email your questions to info@threebearings.com

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