Zack van Zant
- Role
- Certified Financial Planner Junior Partner at Financial Solutions
- Location
- La Grange, KY, US
- LinkedIn followers
- 500 followers
About Zack van Zant
Zack Van Zant is a CERTIFIED FINANCIAL PLANNER™ and partner at Financial Solutions…
Experience
Certified Financial Planner Junior Partner
Jun 2015 — Present
Financial Solutions is an independent financial planning firm located in LaGrange, KY. We help our clients achieve their financial goals through investment management and comprehensive financial planning. Investing is only one piece of the financial picture. Financial planning is putting all the pieces together. We offer holistic financial planning services through an ongoing partnership with our clients.
Skills
- Financial Planning
- Budgets
- Microsoft Excel
- Small Business Marketing
- Stewardship
- Estate Planning
- Wealth Transfer
- Microsoft Office
- Portfolio Management
- Social Media
- Retirement Planning
- Customer Service
- Business Strategy
- Leadership
- Financial Analysis
- Social Networking
- Team Leadership
- Wealth Management
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