Zac enjoys working with a broad range of clients, helping them find financial peace of mind. He particularly enjoys helping young families achieve savings goals for their future–whether it’s saving up for retirement, buying a home, or putting funds away for their kids’ college education.
Prior to joining Team Hewins, Zac spent almost six years at a Registered Investment Advisor (RIA) firm as an Associate Financial Advisor. In that role he enjoyed working closely with clients on building and updating their financial plans. He graduated from the University of Colorado at Boulder, where he earned a bachelor’s degree in Economics. After graduation, he earned the CERTIFIED FINANCIAL PLANNER certification.
Outside of work, Zac enjoys being active outdoors, practicing jiujitsu, and going to the gym. He also likes to explore San Francisco restaurants, bars, and parks on the weekends, as well as traveling and taking road trips.Please click here for complete definitions of our professional designations.