AeroLeads people directory · profile

Zach Halvonik Email & Phone Number

Financial Planner at Premier Planning Group, Inc.
Location: Greater Philadelphia, United States 2 work roles 1 school
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Planner
Location
Greater Philadelphia, United States
Company size

Who is Zach Halvonik? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Zach Halvonik is listed as Financial Planner at Premier Planning Group, Inc., a with 31 employees, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Zach Halvonik.

Zach Halvonik previously worked as Associate Financial Advisor at Premier Planning Group, Inc.. Zach Halvonik holds Bachelor Of Arts - Ba from Penn State University.

Company email context

Email format at Premier Planning Group, Inc.

This section adds company-level context without repeating Zach Halvonik's masked contact details.

Premier Planning Group, Inc.

Review company-level records connected to Zach Halvonik before choosing the right outreach path.

Profile bio

About Zach Halvonik

๐—›๐—ฒ๐—น๐—ฝ๐—ถ๐—ป๐—ด ๐—›๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—–๐—ฎ๐—ฟ๐—ฒ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น๐˜€ ๐—ง๐—ฎ๐—ธ๐—ฒ ๐—–๐—ต๐—ฎ๐—ฟ๐—ด๐—ฒ ๐—ผ๐—ณ ๐—ง๐—ต๐—ฒ๐—ถ๐—ฟ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—™๐˜‚๐˜๐˜‚๐—ฟ๐—ฒIf youโ€™ve ever wondered, โ€œAm I on track for retirement?โ€ or โ€œWhat would happen if I couldnโ€™t work anymore?โ€โ€”youโ€™re not alone. I specialize in helping health care professionals reduce financial stress and focus on what matters most: your career, your family, and your well-being.Having witnessed the mental and physical toll of health care work during COVID through my wife, a nurse at Penn Presbyterian, I understand how demanding your profession is. After long shifts, youโ€™re often too drained to think about finances, even though you know itโ€™s important. You may assume contributing to your 401(k) and having term insurance through work is enough, but deep down, you wonder if youโ€™re truly prepared for the future.๐—›๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐—ต๐—ผ๐˜„ ๐—œ ๐—ต๐—ฒ๐—น๐—ฝ:Investment Strategy & Implementation: Get access to institutional investment strategies that optimize performance & reduce taxesRetirement Readiness: Maximizing retirement plan contributions and investment selection within your retirement planFamily Planning: Saving for your childrenโ€™s education and ensuring your family is protected against lifeโ€™s uncertainties.Tax Efficiency: Reducing your tax burden so more of your hard-earned income stays with you.๐—ช๐—ต๐˜† ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—ฐ๐—ต๐—ผ๐—ผ๐˜€๐—ฒ ๐—บ๐—ฒ:As a fiduciary advisor, I am legally obligated to act in your best interest. I am not incentivized to sell any product, ensuring my recommendations are unbiased and aligned with your goals.Iโ€™m tech-forward and very transparent in how I work. Youโ€™ll have access to an online financial dashboard that tracks your entire plan, giving you a clear view of your progress. The dashboard allows you to make adjustments and explore potential alternative outcomes, empowering you to stay informed and in control.Health care professionals need someone who truly understands their unique challenges and ways of thinking. My goal is to provide you with clarity, peace of mind, and a clear action plan. Youโ€™ll get a personalized plan that works for your busy scheduleโ€”and Iโ€™ll handle the implementation, so you can focus on what you do best: caring for others.๐—ง๐—ฎ๐—ธ๐—ฒ ๐—ฎ ๐—ณ๐—ฟ๐—ฒ๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐˜€๐˜๐—ฒ๐—ฝ:During the free 15โ€“20 minute introductory meeting, weโ€™ll assess your current situation, set expectations, and determine if weโ€™re a good fit to work together. Iโ€™ll ask you 10 questions about yourself, and youโ€™ll have the opportunity to ask me anything.zhalvonik@premierplanning.netFINRA.ORG

Current workplace

Zach Halvonik's current company

Company context helps verify the profile and gives searchers a useful next step.

Premier Planning Group, Inc.
Premier Planning Group, Inc.
Financial Planner
Philadelphia, PA, US
Employees
31
AeroLeads page
2 roles

Zach Halvonik work experience

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

Associate Financial Advisor

Current

Phoenixville, Pennsylvania, United States

Zach Halvonik offers products and services using the following business names: Premier Planning Group โ€“ insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) โ€“ securities and investments. AIC is not affiliated with Premier Planning Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdictionโ€ฆ Show more Zach Halvonik offers products and services using the following business names: Premier Planning Group โ€“ insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) โ€“ securities and investments. AIC is not affiliated with Premier Planning Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results Show less

Jan 2024 - Present
Team & coworkers

Colleagues at Premier Planning Group, Inc.

Other employees you can reach at premierplanning.net. View company contacts for 31 employees →

1 education record

Zach Halvonik education

FAQ

Frequently asked questions about Zach Halvonik

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

What company does Zach Halvonik work for?

Zach Halvonik works for Premier Planning Group, Inc..

What is Zach Halvonik's role at Premier Planning Group, Inc.?

Zach Halvonik is listed as Financial Planner at Premier Planning Group, Inc..

Where is Zach Halvonik based?

Zach Halvonik is based in Greater Philadelphia, United States while working with Premier Planning Group, Inc..

What companies has Zach Halvonik worked for?

Zach Halvonik has worked for Premier Planning Group, Inc..

Who are Zach Halvonik's colleagues at Premier Planning Group, Inc.?

Zach Halvonik's colleagues at Premier Planning Group, Inc. include Emily Shewmaker, Janet White, Liz Van Calcar, Shawn Chadwell, Cfpยฎ, and Mark Greim, Cfpยฎ.

How can I contact Zach Halvonik?

You can use AeroLeads to view verified contact signals for Zach Halvonik at Premier Planning Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Zach Halvonik attend?

Zach Halvonik holds Bachelor Of Arts - Ba from Penn State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.