Zach Goedde
Wealth Planner at Cerity Partners
- Role
- Wealth Planner at Cerity Partners
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
Experience
Wealth Planner
Jun 2024 — Present · Louisville, KY, US
Zach is an associate in the Louisville office. He is a member of the wealth management team, providing comprehensive financial advice to clients. In this role, Zach utilizes financial planning software to achieve a holistic planning approach focusing on financial planning, investments, corporate benefits, insurance, and taxes.
Education
Mater Dei High School
High School Diploma
Gordon Ford College of Business at Western Kentucky University
Bachelor of Science - BS, Personal Finance
2020 — 2024
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