zachary hatcher

zachary hatcher

financial consultant, retirement planning

About

Zachary L. Hatcher prides himself on his desire to implement financial plans that “make a meaningful difference in my client’s lives. I am most interested in what we want to accomplish. My client’s ambitions, desires, and goals are what’s important. I help them get there.” Zachary has extensive experience in asset allocation and retirement planning. Most recently he received a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. “As a result of my education and experience at Wharton, my clients will be better off today, and many more will benefit from my guidance in the future.” Zachary Hatcher holds his Series 7, 63, and 65 securities registrations and maintains a Life and Health insurance license. He is a graduate of New England College, and has achieved a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. He currently lives in Manhattan, NY.

Country

united states

City

longmont

Industry

financial services

Skill

strategic financial planning, retirement planning, wealth management, asset allocation, investments, insurance, securities, series 7, life insurance, finance, personal finance, mutual funds, employee benefits, financial planning, fixed annuities

Experience

financial consultant, retirement planning

oppenheimer & co. inc.

v.p of investments

oppenheimer & co. inc.

2003-1 - 2006-1 · 3 yrs 1 mo
oliver financial group

financial consultant, retirement planning specialist

oliver financial group

2016-3 - Present · 10 yrs 7 mos
casa nyc

junior board member

casa nyc

2013-4 - 2015-1 · 1 yr 10 mos
capital management group

financial consultant, retirement planning specialist

capital management group

2010-1 - 2015-1 · 5 yrs 1 mo

Capital Management Group is a botique financial planning practice specializing in Wealth Management.

axa advisors

financial consultant

axa advisors

2006-1 - 2010-5 · 4 yrs 5 mos

Offering objective investment counsel and financial planning to high-net-worth individuals, families and not-for-profit organizations. We offer objective investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one. My goal is simple: to make sure our clients feel confident and secure about their financial future.

Education

new england college

new england college

1996-1 - 2000-1 · 4 yrs 1 mo
the wharton school

the wharton school

2009-1 - 2010-1 · 1 yr 1 mo

zachary hatcher's Contact Information

Email

******@***.com

Phone

(**) *** ****

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