Zach Wooten, Cfp®

Zach Wooten, Cfp® Email and Phone Number

Lead Advisor @ Veracity Advisers
Bowling Green, KY, US
Zach Wooten, Cfp®'s Location
United States, United States
Zach Wooten, Cfp®'s Contact Details

Zach Wooten, Cfp® work email

Zach Wooten, Cfp® personal email

n/a
About Zach Wooten, Cfp®

Wayfinder was founded for the entrepreneurial "Underserved Millionaire" seeking a more proactive strategy. We make complex financial lives simple with an emphasis on advanced tax solutions, freeing our clients to focus on what they do best.As wealth grows, traditional advisors often can’t keep up—opportunities slip through the cracks, cash flow gets messy, and decisions feel disjointed. Our fractional family office model unifies your financial strategy, optimizing liquidity and streamlining your entire balance sheet.We notice that many successful people end up with isolated teams around them. While business owners may have the right people in the right seats at work, many lack that same structure in their personal lives. We help our clients bridge that gap and graduate to a level of service where they thrive both at work and at home.

Zach Wooten, Cfp®'s Current Company Details
Veracity Advisers

Veracity Advisers

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Lead Advisor
Bowling Green, KY, US
Website:
veracityfinancialservices.com
Employees:
6
Zach Wooten, Cfp® Work Experience Details
  • Veracity Advisers
    Lead Advisor
    Veracity Advisers
    Bowling Green, Ky, Us
    View
  • Wayfinder Wealth
    Advisor
    Wayfinder Wealth 2023 - Present
    View
  • Southern Kentucky Financial Services, Llc
    Advisor
    Southern Kentucky Financial Services, Llc 2022 - 2023
    View
  • Argi
    Advisor
    Argi 2021 - 2022
    View
  • Pawn Rising
    Financial Planning Analyst
    Pawn Rising 2019 - 2021
  • Phi Delta Theta Fraternity
    Brotherhood Chairman
    Phi Delta Theta Fraternity 2017 - 2018
    Western Kentucky University
    View

Zach Wooten, Cfp® Education Details

Frequently Asked Questions about Zach Wooten, Cfp®

What company does Zach Wooten, Cfp® work for?

Zach Wooten, Cfp® works for Veracity Advisers

What is Zach Wooten, Cfp®'s role at the current company?

Zach Wooten, Cfp®'s current role is Lead Advisor.

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

Zach Wooten, Cfp®'s email address is zw****@****ups.com

What schools did Zach Wooten, Cfp® attend?

Zach Wooten, Cfp® attended Western Kentucky University.

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