Zach Harney, CFP®, AIF®, CIMA®

Zach serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Zach offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Zach served as an UHNW private wealth advisor and planner at a national registered investment advisor, where he was involved in portfolio construction, financial plan creation and execution, and investment management and research.

Zach received his Bachelor of Science degree from Grand Valley State University and his Master of Science degree in financial planning from The College of Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards; a Certified Investment Management Analyst^® professional, as designated by the Investments & Wealth Institute, and an Accredited Investment Fiduciary^® professional, as designated by Fi360.

Zach enjoys traveling, reading, collecting fine press books and spending time his wife, Christine, and their two children, Kell and Ronan.