Zach Pendleton, Cfp®
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Zach Pendleton, Cfp® Email & Phone Number

Associate Financial Adviser at FMP Wealth Advisers at FMP Wealth Advisers
Location: Austin, Texas, United States 4 work roles 3 schools
1 work email found @fmpwa.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email z****@fmpwa.com
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Current company
FMP Wealth Advisers
Role
Associate Financial Adviser at FMP Wealth Advisers
Location
Austin, Texas, United States
Company size
15 employees

Who is Zach Pendleton, Cfp®? Overview

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Quick answer

Zach Pendleton, Cfp® is listed as Associate Financial Adviser at FMP Wealth Advisers at FMP Wealth Advisers, a with 15 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at fmpwa.com and a matched LinkedIn profile for Zach Pendleton, Cfp®.

Zach Pendleton, Cfp® previously worked as Associate Financial Adviser at Fmp Wealth Advisers and Intern at First Financial Trust & Asset Management Company. Zach Pendleton, Cfp® holds Bachelor Of Business Administration - Bba, Finance, Senior from Abilene Christian University.

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Email format at FMP Wealth Advisers

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*@fmpwa.com
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Profile bio

About Zach Pendleton, Cfp®

Zach Pendleton, Cfp® is a Associate Financial Adviser at FMP Wealth Advisers at FMP Wealth Advisers. He possess expertise in microsoft office, customer service, management, microsoft word, powerpoint and 5 more skills. He is proficient in Spanish.

Listed skills include Microsoft Office, Customer Service, Management, Microsoft Word, and 6 others.

Current workplace

Zach Pendleton, Cfp®'s current company

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FMP Wealth Advisers
Fmp Wealth Advisers
Associate Financial Adviser at FMP Wealth Advisers
austin, texas, united states
Website
fmpwa.com
Employees
15
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4 roles

Zach Pendleton, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Financial Adviser

Current
Fmp Wealth Advisers

Austin, Texas, United States

- Comprehensive Financial Planning- Investment Management- Company Retirement Plans- Private Investments- Charitable Planning and Giving

May 2020 - Present

Intern

First Financial Trust & Asset Management Company

Abilene, Texas Area

Jan 2020 - Mar 2020

Financial Advising Intern

49 Financial

Austin, Texas Area

- Researched different investment vehicles and strategies for advisors to implement with their clients- Observed interaction between advisors and their prospective and current clients- Lead numerous presentations on various topics assigned throughout the summer to leadership

Jun 2019 - Aug 2019

Star Investment Portfolio Manager

Abilene Christian University

Abilene, Texas Area

- Managed a fund with a value greater than $1.3 million- Performed fundamental analysis on individual equities, analyzed current market trends, and led discussion over new acquisitions- Directly managed our holdings with the financial and industrial sectors of the market - Portfolio growth was 20.20%, the growth of our financial holdings was 30.42%, and the growth of our industrial holdings was 5.67%

Jan 2019 - May 2019
Team & coworkers

Colleagues at FMP Wealth Advisers

Other employees you can reach at fmpwa.com. View company contacts for 15 employees →

CC Casey Clay Hall, Cfp® Crpc® Casey Clay Hall, Cfp® Crpc® Colleague at Fmp Wealth AdvisersAustin, Texas, United States View → LH Les Hixson, Cfp®​ Les Hixson, Cfp®​ Colleague at Fmp Wealth AdvisersAustin, Texas, United States View → DF Daniel Frick Daniel Frick Colleague at Fmp Wealth AdvisersLake Charles-Jennings Area, United States View → LK Lawrence Kellogg Lawrence Kellogg Colleague at Fmp Wealth AdvisersAustin, Texas, United States View → JW Joshua Williams Joshua Williams Colleague at Fmp Wealth AdvisersLake Charles, Louisiana, United States View → SH Sandy Henry Sandy Henry Colleague at Fmp Wealth AdvisersAustin, Texas, United States View → TN Tim Nabers Tim Nabers Colleague at Fmp Wealth AdvisersAustin, Texas Metropolitan Area, United States View → HP Heidi Proby Heidi Proby Colleague at Fmp Wealth AdvisersAustin, Texas, United States View → KH Kevin Hixson Kevin Hixson Colleague at Fmp Wealth AdvisersAustin, Texas Metropolitan Area, United States View → YL Yolanda Longoria Yolanda Longoria Colleague at Fmp Wealth AdvisersAustin, Texas, United States View →
3 education records

Zach Pendleton, Cfp® education

Bachelor Of Business Administration - Bba, Finance, Senior

Abilene Christian University

Activities and Societies: - Former officer of Gamma Sigma Phi, Wildcat Week (Welcome Week) Peer Leader, Wildcat Week Steering Committee.

Education record

Vandegrift High School

Activities and Societies: NHS, PALS (Peer Assisted Leadership Service), president of the Bass Fishing Club, L.I.F.E.

Education record

Austin Community College

Activities and Societies: - 18 hours of dual credit taken while in high school - All credits transferred to ACU

FAQ

Frequently asked questions about Zach Pendleton, Cfp®

Quick answers generated from the profile data available on this page.

What company does Zach Pendleton, Cfp® work for?

Zach Pendleton, Cfp® works for FMP Wealth Advisers.

What is Zach Pendleton, Cfp®'s role at FMP Wealth Advisers?

Zach Pendleton, Cfp® is listed as Associate Financial Adviser at FMP Wealth Advisers at FMP Wealth Advisers.

What is Zach Pendleton, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fmpwa.com for Zach Pendleton, Cfp® at FMP Wealth Advisers.

Where is Zach Pendleton, Cfp® based?

Zach Pendleton, Cfp® is based in Austin, Texas, United States while working with FMP Wealth Advisers.

What companies has Zach Pendleton, Cfp® worked for?

Zach Pendleton, Cfp® has worked for Fmp Wealth Advisers, First Financial Trust & Asset Management Company, 49 Financial, and Abilene Christian University.

Who are Zach Pendleton, Cfp®'s colleagues at FMP Wealth Advisers?

Zach Pendleton, Cfp®'s colleagues at FMP Wealth Advisers include Casey Clay Hall, Cfp® Crpc®, Les Hixson, Cfp®​, Daniel Frick, Lawrence Kellogg, and Joshua Williams.

How can I contact Zach Pendleton, Cfp®?

You can use AeroLeads to view verified contact signals for Zach Pendleton, Cfp® at FMP Wealth Advisers, including work email, phone, and LinkedIn data when available.

What schools did Zach Pendleton, Cfp® attend?

Zach Pendleton, Cfp® holds Bachelor Of Business Administration - Bba, Finance, Senior from Abilene Christian University.

What skills is Zach Pendleton, Cfp® known for?

Zach Pendleton, Cfp® is listed with skills including Microsoft Office, Customer Service, Management, Microsoft Word, Powerpoint, Public Speaking, Research, and Project Management.

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