Zachary Merring, Cfp®, Mba
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Zachary Merring, Cfp®, Mba Email & Phone Number

Financial Planner at RTD Financial
Location: Philadelphia, Pennsylvania, United States 12 work roles 3 schools
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Current company
RTD Financial
Role
Financial Planner
Location
Philadelphia, Pennsylvania, United States
Company size
53 employees

Who is Zachary Merring, Cfp®, Mba? Overview

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Quick answer

Zachary Merring, Cfp®, Mba is listed as Financial Planner at RTD Financial, a with 53 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Zachary Merring, Cfp®, Mba.

Zachary Merring, Cfp®, Mba previously worked as Associate Financial Planner at Rtd Financial and Junior Paraplanner/ Strategic Planning Associate at Omnigrowth Wealth Professionals. Zachary Merring, Cfp®, Mba holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from William Paterson University Of New Jersey.

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Email format at RTD Financial

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RTD Financial

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Profile bio

About Zachary Merring, Cfp®, Mba

I graudated from William Paterson University with a BS in Financial Planning and a MBA with a concentration in Entrepreneurship. I have been in the financial planning industry for a little over 3 years now satisfying my passion of helping people acheive their financial goals. In addition to perfoming financial planning activities such as using eMoney to model a client's financial situation, preparing financial plans, or performing analysis within all areas of financial planning to create recommendations, I also enjoy getting nerdy within Excel to create these comprehensive spreadsheets or programs in the different areas of financial planning that are easily updated within a drop of a report, or by simply clicking a button. My favorite set of spreadsheets that I have created thus far helps identify tactical investment opportunities within different countries, sectors, regions and asset classes. On top of being fully licensed in NJ, I recently passed the Certified Financial Planner exam and will satisfy my hours in June of 2023.

Listed skills include Leadership, Strategic Planning, Critical Thinking, Organization Skills, and 1 others.

Current workplace

Zachary Merring, Cfp®, Mba's current company

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RTD Financial
Rtd Financial
Financial Planner
Philadelphia, PA, US
Website
rtdfinancial.com
Employees
53
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Company profile
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12 roles

Zachary Merring, Cfp®, Mba work experience

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

Associate Financial Planner

Current
Rtd Financial

Philadelphia, Pennsylvania, United States

Feb 2023 - Present

Junior Paraplanner/ Strategic Planning Associate

Omnigrowth Wealth Professionals

Morristown, New Jersey, United States

Zachary Merring is a registered representative and supports Todd Stanard who is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. He is securities licensed in New Jersey. OmniGrowth Wealth Professionals is marketing name for registered representatives of Lincoln Financial Advisors.CRN-4945497-091222

May 2021 - Feb 2023

Graduate Assistant

William Paterson University Of New Jersey

Department Of Teacher Education: Pre-K-12 In The College Of Education

In this role I do/did the following:Administrative work Help out with Projects from the Professors Assisted in the CAEP Re-Accreditation Process of the College of Education Other Miscellaneous tasks

Sep 2020 - Jul 2021

Ifc President

Inter Fraternity Council

William Paterson University

-Represent male Greek life on William Paterson University Greek Senate-Plan and organize philanthropy, scholarship and recruitment events

Apr 2019 - May 2020

Recruitment Chair

Inter Fraternity Council

Wayne, New Jersey

- Plan Recruitment events for the Inter-fraternity council - Help brainstorm ideas for all of IFC- Help out the IFC President with miscellaneous tasks

Oct 2018 - Apr 2019

Secretary

Financial Planning Club

William Paterson University

Apr 2019 - May 2020

Student Assistant

William Paterson University Of New Jersey

Wayne

Manage faculty Digital Measure profilesNumerous amounts of projects from making flyers to working with the Business school's strategic planAttend meetings with and sometimes for my bossOther secretary work

Nov 2018 - May 2020

Staging Technician

Pharmscript Llc

New Jersey

- Sort medicine into bins and or racks - Scan and close out bags for the proper routes - Communicate with Pharmacists about the medicine

Jun 2017 - Aug 2019

Treasurer

Phi Kappa Tau Fraternity

Wayne, New Jersey

- Create budgets for the executive board - Collect dues- Make Financial decisions for the fraternity

May 2018 - Dec 2018

Utility Worker

Sodexo

Piscataway, New Jersey

- Prepared and served food - Delivered food - Other miscellaneous tasks

Jul 2013 - Aug 2017
Team & coworkers

Colleagues at RTD Financial

Other employees you can reach at rtdfinancial.com. View company contacts for 53 employees →

KC Kojo Colecraft-Addison Kojo Colecraft-Addison Colleague at Rtd FinancialPhiladelphia, Pennsylvania, United States View → RJ Richard J. Durso, Cfp, Aep, Mba Richard J. Durso, Cfp, Aep, Mba Colleague at Rtd FinancialPhiladelphia, Pennsylvania, United States View → MK Michelle King Michelle King Colleague at Rtd FinancialPhiladelphia, Pennsylvania, United States View → RM Rachel Moran, Cfp®, Mt Rachel Moran, Cfp®, Mt Colleague at Rtd FinancialPhiladelphia, Pennsylvania, United States View → MA Mohammad Azam Mohammad Azam Colleague at Rtd FinancialPakistan View → JW Jeff Weiand, Cfp®, Aif® Jeff Weiand, Cfp®, Aif® Colleague at Rtd FinancialPhiladelphia, Pennsylvania, United States View → KY Kelly Young Kelly Young Colleague at Rtd FinancialGreater Philadelphia, United States View → HF Honeee Franklin Honeee Franklin Colleague at Rtd FinancialLos Angeles, California, United States View → IG Irene Giman, Cfa, Cfp® Irene Giman, Cfa, Cfp® Colleague at Rtd FinancialCherry Hill, New Jersey, United States View → CK Cindy Kennedy Cindy Kennedy Colleague at Rtd FinancialGreater Philadelphia, United States View →
3 education records

Zachary Merring, Cfp®, Mba education

Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies

William Paterson University Of New Jersey

Activities and Societies: I am a graduate assistant for the College of Education in the Department of Teacher Education : Pre-K-12

Education record

Piscataway High School
FAQ

Frequently asked questions about Zachary Merring, Cfp®, Mba

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

What company does Zachary Merring, Cfp®, Mba work for?

Zachary Merring, Cfp®, Mba works for RTD Financial.

What is Zachary Merring, Cfp®, Mba's role at RTD Financial?

Zachary Merring, Cfp®, Mba is listed as Financial Planner at RTD Financial.

Where is Zachary Merring, Cfp®, Mba based?

Zachary Merring, Cfp®, Mba is based in Philadelphia, Pennsylvania, United States while working with RTD Financial.

What companies has Zachary Merring, Cfp®, Mba worked for?

Zachary Merring, Cfp®, Mba has worked for Rtd Financial, Omnigrowth Wealth Professionals, William Paterson University Of New Jersey, Inter Fraternity Council, and Financial Planning Club.

Who are Zachary Merring, Cfp®, Mba's colleagues at RTD Financial?

Zachary Merring, Cfp®, Mba's colleagues at RTD Financial include Kojo Colecraft-Addison, Richard J. Durso, Cfp, Aep, Mba, Michelle King, Rachel Moran, Cfp®, Mt, and Mohammad Azam.

How can I contact Zachary Merring, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Zachary Merring, Cfp®, Mba at RTD Financial, including work email, phone, and LinkedIn data when available.

What schools did Zachary Merring, Cfp®, Mba attend?

Zachary Merring, Cfp®, Mba holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from William Paterson University Of New Jersey.

What skills is Zachary Merring, Cfp®, Mba known for?

Zachary Merring, Cfp®, Mba is listed with skills including Leadership, Strategic Planning, Critical Thinking, Organization Skills, and Customer Service.

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