Chris Zeches, Cfp® work email
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Chris Zeches, Cfp® personal email
Zeches Wealth Management through decades of experience, has created a comprehensive process which helps our clients address the most important concerns they encounter. Making smart decisions with their money, mitigating their taxes,taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts. By working with our clients and their network of professionals, we help make their lives easier, so they can spend the time doing what is most important to them. We strive to give our clients their time back.Zeches Wealth Management provides strategies to our client’s unique situations. Our firm is fortunate enough to work with generations of families. Whether preparing kids for college, looking to expand the business, trying to figure out how to get the next generation involved, considering selling, we help our clients tackle each of these areas through personal experience as well as experience with other clients. To learn more about Zeches Wealth Management, our people and our capabilities, please visit our website and feel free to contact our office for our complimentary second opinion service. Through this service we will assess your current investment plan, determine any gaps and opportunities, and review your long-term financial goals and objectives. If you are on track for working towards your goals with your current advisor, we will let you know. Conversely, if you are not meeting your goals and need a new approach, we will help you explore whether we are the right firm to assist you. If neither your current advisor nor we are well-suited to you, we will provide a recommendation for another advisor who can serve you more effectively.Chris ZechesManaging Partner at Zeches Wealth Management, a Registered Investment AdvisorPhone: 602-955-2838Email: czeches@zecheswealth.com
Zeches Wealth Management, A Registered Investment Advisor
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Managing PartnerZeches Wealth Management, A Registered Investment Advisor Mar 2014 - PresentZeches Wealth Management, a Registered Investment Advisor with a team of professionals that specialize in investment management, retirement, estate and financial planning services. We give objective guidance, fit to your specific goals and objectives, along with providing wealth management strategies for your financial needs and your lifestyle.Our clients are looking to develop a long-term relationship with a firm that can assist them in addressing their specific goals and objectives. Whether you are accumulating wealth, about to retire or are already retired, our personal approach can help you invest your assets conservatively, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your beneficiaries.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment Advice offered through Zeches Wealth Management, a registered investment advisor. Zeches Wealth Management is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, IL, IN
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Vice PresidentZeches Financial Services, Pc Jul 2009 - Present
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Board MemberNotre Dame Club Of Phoenix Jan 2008 - PresentThe Notre Dame Club of Phoenix is the home for over three thousand alumni, current students, family and friends of the University of Notre Dame from the Phoenix Metropolitan area as well as Northern and Central Arizona. The Club performs several main functions: facilitating Communication with our members, supporting our Current Students, fostering Camaraderie of our members, nurturing the Catholic Spirituality of the membership, performing Community Service, as well as providing Continuing Education.
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Group Benefits Sales RepresentativeThe Hartford Jun 2007 - Jun 2009Responsible for establishing and growing relationships with insurance brokers throughout New Mexico and Arizona. Prepared and presented life and disability proposals for groups up to 1,000 employees. Grew book of business by over half a million. Was responsible for not only bringing in new business, but also retaining the book of business valued at over $3 million dollars. Worked closely with insurance brokers and human resource managers to find the best possible benefits available to offer to employees.
Chris Zeches, Cfp® Skills
Chris Zeches, Cfp® Education Details
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University Of Notre DameAccounting
Frequently Asked Questions about Chris Zeches, Cfp®
What company does Chris Zeches, Cfp® work for?
Chris Zeches, Cfp® works for Zeches Wealth Management, A Registered Investment Advisor
What is Chris Zeches, Cfp®'s role at the current company?
Chris Zeches, Cfp®'s current role is Zeches Wealth Management helps you design a flexible life plan to pursue more of what you love. More financial confidence. More for your family. More freedom. More choices..
What is Chris Zeches, Cfp®'s email address?
Chris Zeches, Cfp®'s email address is cz****@****ces.com
What schools did Chris Zeches, Cfp® attend?
Chris Zeches, Cfp® attended University Of Notre Dame.
What are some of Chris Zeches, Cfp®'s interests?
Chris Zeches, Cfp® has interest in Swimming, Golf.
What skills is Chris Zeches, Cfp® known for?
Chris Zeches, Cfp® has skills like Financial Analysis, Series 7, Mutual Funds, Insurance, Financial Modeling, Investments, Wealth Management, Asset Managment, Employee Benefits, Equities, Retirement, Securities.
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