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Mini zac olinger
Cap Partners
Franklin, TN

Zachary Olinger

CFP®, ChFC®
Together we will pursue your life goals through consistent planning, wise investing and strong team support.

Meet Zachary

Introduction - Zac Olinger
Introduction - Zac Olinger
What Makes a Good Financial Plan - Zac Olinger
What Makes a Good Financial Plan - Zac Olinger
Simple Steps to Get Started as a New Investor - Zac Olinger
Simple Steps to Get Started as a New Investor - Zac Olinger
Video Transcripts

Zac Olinger brings to CAP Partners a driving sense of purpose to achieve his clients’ personal success. He strives to understand what matters most to every individual with whom he works and creates a plan that aligns with their personal values. Through an ongoing relationship with Zac and CAP Partners, clients have more confidence, motivation, and clarity in knowing they have a trusted team of representatives to help guide them…

Zac Olinger brings to CAP Partners a driving sense of purpose to achieve his clients’ personal success. He strives to understand what matters most to every individual with whom he works and creates a plan that aligns with their personal values. Through an ongoing relationship with Zac and CAP Partners, clients have more confidence, motivation, and clarity in knowing they have a trusted team of representatives to help guide them to what they truly want to achieve.

Zac joined the CAP team in 2018 and has been part of the financial services industry since 2014. He holds the Certified Financial Planner designation (CFP®) and is working towards his Charter Financial Consultant designation (ChFC®). Before coming to the financial services industry, he earned his B.A. in Business from Columbia University in New York City, where he was a two-year captain of their division I football team.

Zac lives in Thompson’s Station with his wife, Madeline, and daughter, Brooklyn. He is actively involved in the Williamson County Chamber of Commerce, the community’s sport's leagues, and Crosspoint Church in Franklin.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®

Education

BA - Columbia University in the City of New York
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