- Education
- Utah Valley University, B.S. in Personal Financial Planning
- Fun Fact
- I was born 3 months early and only weighed 3 pounds
- Favorite Quote
- “People don’t care how much you know, until they know how much you care.”
Meet Zach
A short introduction, in their own words.
I’m Zach, and I’ve been with Peterson Wealth Advisors for nearly three years. I became a financial advisor because I feel strongly that an effective financial plan is transformative for people. Because finance was a talent of mine, I felt called to use that skill to make a difference in the lives of everyday people. Financial planning is my way of having a positive impact on the world.
Every day, I love being able to help people feel confident about retirement and their financial situation. Getting to know every unique family I serve, learning from their life experiences, and collaborating with them to create that just-right plan is so fulfilling. My goal is to give every client the peace of mind they need to enjoy what they’ve spent their life accumulating.
My favorite client story
Recently, I helped one of my clients navigate through the most difficult of life transitions, the death of her husband. He had always been the financial authority in the relationship, and she didn’t know where to start. Being able to help her work through her finances and put the Perennial Income Model™ in place for her was exactly what she needed. Throughout the entire process, I was there to make sure the transition went as smoothly as possible. And that made all the difference to her.
I have a beautiful wife whom I’ve been married to for 7 years, and two awesome kids: a 5-year-old son and a 1-year-old daughter. I love to be outside, specifically hunting and fishing with my dad. I am a BYU sports fanatic, and love going to basketball and football games as often as I can.
A few questions
- What would you want a prospective client to know about Peterson Wealth Advisors?
- Our clients are always our top priority. We always do our best to make sure our client’s goals are met and that they have a great experience on their journey through retirement and life.
- What do you enjoy about working with clients?
- I love building relationships with every client that walks through our door. Every client has different goals and a new story to tell, and that makes every client interaction enjoyable.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.