Zach Maynard is a Paraplanner at Evangelista & Associates.
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ParaplannerEvangelista & AssociatesDetroit, Mi, Us -
Business OwnerMichigan Sports Cards Mar 2015 - PresentRochester Hills, Michigan, United States
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Business OwnerMichigan Sports Cards Mar 2015 - PresentRochester, Michigan, United States
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ExternAmplified Planning Jun 2024 - Aug 2024Texas, United States• Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning• Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. • Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company.• Learned planning perspectives and best practices from 50+ industry experts• Will earn/Earned 500 hours toward CFP® Board experience requirements -
ForemanAnyseason Landscape Mar 2020 - Aug 2022Rochester Hills, Michigan, United States
Zach Maynard Education Details
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Senior -
High School/Secondary Diplomas And Certificates
Frequently Asked Questions about Zach Maynard
What company does Zach Maynard work for?
Zach Maynard works for Evangelista & Associates
What is Zach Maynard's role at the current company?
Zach Maynard's current role is Paraplanner.
What schools did Zach Maynard attend?
Zach Maynard attended Michigan State University, Brother Rice High School.
Not the Zach Maynard you were looking for?
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2elevenfiftyacademy.org, elevenfiftyacademy.org
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2gmail.com, live.com
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Zach Maynard
Marysville, Wa1oculus.com -
1advent.com
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