Zach Olson, CFP®

Zach serves as a Private 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.

Zach offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked for an independent investment advisory firm as an associate advisor, serving on the firm’s financial planning board.

Zach received his Bachelor of Business Administration degree in finance, investment and banking from the University of Wisconsin–Madison. He’s also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Zach and his wife, Kelci, welcomed their firstborn, Henry, in late 2025. They also have two Australian shepherds, Flash and Loki. Zach enjoys spending time with his family, running, weightlifting, camping and cheering on his favorite sports teams (the Brewers, Bucks and Vikings).