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Zachary Williams

CFP®, CFS®, CLU®
Retirement Wellness Wealth Advisors, LLC
Mentor, OH
We provide client-centered, holistic, and custom financial solutions to meet our client’s needs.

Meet Zachary

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Introduction - Zachary Williams
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Planning Process - Zachary Williams
Video Transcripts

Zachary Williams, an investment advisor representative and a licensed life and health agent, is a Financial Advisor with Cetera Advisors, LLC.

As a firm Retirement Wellness Wealth Advisors has a combined experience of over 35 years in the financial services industry. Together the designations achieved in the firm are; Certified Financial Planner (CFP®), Certified Fund Specialist (CFS®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®). These designations have…

Zachary Williams, an investment advisor representative and a licensed life and health agent, is a Financial Advisor with Cetera Advisors, LLC.

As a firm Retirement Wellness Wealth Advisors has a combined experience of over 35 years in the financial services industry. Together the designations achieved in the firm are; Certified Financial Planner (CFP®), Certified Fund Specialist (CFS®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®). These designations have helped us to better understand a client’s needs and to properly guide them down the path to their retirement goals.

Zach has built clientele that consists of individuals, families, as well as, small business owners and their employees. A long-time resident of Northeast Ohio, Zach is a member of the Eastern Lake County and Garfield Heights Chambers of Commerce; he is chair of the membership committee, member of the golf committee and a member of the board of directors.

After graduating from Miami University of Ohio with a B.S. in education Zach found an educational opportunity in working with the community toward their financial futures.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments
Personal lending
Socially responsible investing

Experience with

Small business owners
Medical professionals
Legal professionals
Entrepreneurs
Families

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CFS® - Certified Fund Specialist®
CLU® - Chartered Life Underwriter®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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