Hourly Financial Planner
Barrett Fp
AeroLeads people directory · profile
Zach Lundak, Cfa Email & Phone Number
Hourly Financial Planner
at
Barrett FP
1 work email found
@nufoundation.org
1 phone found area 402
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Hourly Financial Planner
Location
Lincoln, Nebraska, United States
Company size
Who is Zach Lundak, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Zach Lundak, Cfa is listed as Hourly Financial Planner at Barrett FP, a with 241 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a work email signal at nufoundation.org, phone signal with area code 402, and a matched LinkedIn profile for Zach Lundak, Cfa.
Zach Lundak, Cfa previously worked as Investment Analyst at University Of Nebraska Foundation and Financial Advisor at Personal Capital. Zach Lundak, Cfa holds Bachelor Of Science - Bs, Finance, General from University Of Nebraska-Lincoln.
Company email context
Email format at Barrett FP
This section adds company-level context without repeating Zach Lundak, Cfa's masked contact details.
*@nufoundation.org
71% confidence
AeroLeads found 1 current-domain work email signal for Zach Lundak, Cfa. Compare company email patterns before reaching out.
Profile bio
About Zach Lundak, Cfa
Zach Lundak, Cfa is a Hourly Financial Planner at Barrett FP.
Current workplace
Zach Lundak, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Barrett Fp
8 roles
Zach Lundak, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Current
Dec 2022 - Present
Financial Advisor
Oct 2021 - Dec 2022
Wealth Advisor
Hbe Wealth Management, Llc
Sep 2019 - Oct 2021
Portfolio Advisor
Hbe Wealth Management, Llc
• Monitored and rebalanced client investment accounts• Modeled retirement projections using financial planning software• Prepared meeting materials and follow-up client communications
Sep 2016 - Sep 2019
Investment Intern
• Worked directly with the Foundation’s Senior Director of Investments• Utilized Bloomberg to update current positions• Performed due diligence reports on current and potential investment managers
Apr 2016 - Aug 2016
Investment Intern
• Prepared client account reviews for investment committee use for rebalancing portfolios• Gained insights into portfolio construction and rebalancing by shadowing investment committee • Directed phone traffic from clients to associates
Jul 2015 - Aug 2016
Financial Research Intern
• Completed research projects and requests • Completed wealth/biographic profiles of alums who are potential donors to university projects• Read and scanned articles for notable alums as well as updated their records in Raiser’s Edge
Oct 2014 - Aug 2015
Team & coworkers
Colleagues at Barrett FP
Other employees you can reach at nufoundation.org. View company contacts for 241 employees →
LS
Lance Schwartz
Colleague at Barrett FpLincoln, Nebraska, United States
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SH
Shonna Hill
Colleague at Barrett FpKearney, Nebraska, United States
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JS
Justin Swanson
Colleague at Barrett FpLincoln, Nebraska, United States
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BH
Brian Hastings
Colleague at Barrett FpLincoln, Nebraska Metropolitan Area, United States
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JG
Joel Gehringer
Colleague at Barrett FpOmaha, Nebraska, United States
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AS
Andrew Schadwinkel
Colleague at Barrett FpRedlands, California, United States
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EC
Emily Calvert
Colleague at Barrett FpLincoln, Nebraska Metropolitan Area, United States
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JN
John Niemann
Colleague at Barrett FpOmaha, Nebraska, United States
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RB
Rich Brodersen
Colleague at Barrett FpKearney, Nebraska, United States
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KN
Keith Napolitano
Colleague at Barrett FpLincoln, Nebraska, United States
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Lance Schwartz
Colleague at Barrett FpLincoln, Nebraska, United States
View →
SH
Shonna Hill
Colleague at Barrett FpKearney, Nebraska, United States
View →
JS
Justin Swanson
Colleague at Barrett FpLincoln, Nebraska, United States
View →
BH
Brian Hastings
Colleague at Barrett FpLincoln, Nebraska Metropolitan Area, United States
View →
JG
Joel Gehringer
Colleague at Barrett FpOmaha, Nebraska, United States
View →
AS
Andrew Schadwinkel
Colleague at Barrett FpRedlands, California, United States
View →
EC
Emily Calvert
Colleague at Barrett FpLincoln, Nebraska Metropolitan Area, United States
View →
JN
John Niemann
Colleague at Barrett FpOmaha, Nebraska, United States
View →
RB
Rich Brodersen
Colleague at Barrett FpKearney, Nebraska, United States
View →
KN
Keith Napolitano
Colleague at Barrett FpLincoln, Nebraska, United States
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1 education record
Zach Lundak, Cfa education
FAQ
Frequently asked questions about Zach Lundak, Cfa
Quick answers generated from the profile data available on this page.
What company does Zach Lundak, Cfa work for?
Zach Lundak, Cfa works for Barrett FP.
What is Zach Lundak, Cfa's role at Barrett FP?
Zach Lundak, Cfa is listed as Hourly Financial Planner at Barrett FP.
What is Zach Lundak, Cfa's email address?
AeroLeads has found 1 work email signal at @nufoundation.org for Zach Lundak, Cfa at Barrett FP.
What is Zach Lundak, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 402 for Zach Lundak, Cfa at Barrett FP.
Where is Zach Lundak, Cfa based?
Zach Lundak, Cfa is based in Lincoln, Nebraska, United States while working with Barrett FP.
What companies has Zach Lundak, Cfa worked for?
Zach Lundak, Cfa has worked for Barrett Fp, University Of Nebraska Foundation, Personal Capital, Hbe Wealth Management, Llc, and Pittenger & Anderson.
Who are Zach Lundak, Cfa's colleagues at Barrett FP?
Zach Lundak, Cfa's colleagues at Barrett FP include Lance Schwartz, Shonna Hill, Justin Swanson, Brian Hastings, and Joel Gehringer.
How can I contact Zach Lundak, Cfa?
You can use AeroLeads to view verified contact signals for Zach Lundak, Cfa at Barrett FP, including work email, phone, and LinkedIn data when available.
What schools did Zach Lundak, Cfa attend?
Zach Lundak, Cfa holds Bachelor Of Science - Bs, Finance, General from University Of Nebraska-Lincoln.
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