Zack Marcotte, Cfp®, Ms
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Zack Marcotte, Cfp®, Ms Email & Phone Number

Director Of Financial Planning at Berkshire Money Management, Inc.
Location: Dalton, Massachusetts, United States 6 work roles 4 schools
1 work email found @berkshiremm.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email z****@berkshiremm.com
LinkedIn Profile matched
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Current company
Berkshire Money Management, Inc.
Role
Director Of Financial Planning
Location
Dalton, Massachusetts, United States
Company size
13 employees

Who is Zack Marcotte, Cfp®, Ms? Overview

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Quick answer

Zack Marcotte, Cfp®, Ms is listed as Director Of Financial Planning at Berkshire Money Management, Inc., a company with 13 employees, based in Dalton, Massachusetts, United States. AeroLeads shows a work email signal at berkshiremm.com and a matched LinkedIn profile for Zack Marcotte, Cfp®, Ms.

Zack Marcotte, Cfp®, Ms previously worked as Financial Advisor at Berkshire Money Management, Inc. and Associate Financial Advisor at Berkshire Money Management, Inc.. Zack Marcotte, Cfp®, Ms holds Master Of Science (Ms), Personal Financial Planning, 4.0 from College For Financial Planning.

Company email context

Email format at Berkshire Money Management, Inc.

This section adds company-level context without repeating Zack Marcotte, Cfp®, Ms's masked contact details.

*@berkshiremm.com
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AeroLeads found 1 current-domain work email signal for Zack Marcotte, Cfp®, Ms. Compare company email patterns before reaching out.

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Profile bio

About Zack Marcotte, Cfp®, Ms

There are more advisors over the age of 80 than there are under the age of 30. Today our retiring population is looking for an expert that is not only competent, but will be there for them through their transition into and throughout retirement.I was fortunate enough to be hired by Berkshire Money Management at the age of 18. Working full time while in College, I believe my best education came from on the job experience.I'd love to chat if you need help or want to build confidence in your transition!

Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, and 18 others.

Current workplace

Zack Marcotte, Cfp®, Ms's current company

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

Berkshire Money Management, Inc.
Berkshire Money Management, Inc.
Director Of Financial Planning
dalton, massachusetts, united states
Website
berkshiremm.com
Employees
13
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Company profile
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6 roles

Zack Marcotte, Cfp®, Ms work experience

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

Associate Financial Advisor

Berkshire Money Management, Inc.

Pittsfield, Massachusetts Area

Approaching 7 years in the industry in various roles, I am able to bring a unique variation of skills to the position. My current, primary focus is expanding my abilities. Current holder of the Chartered Retirement Planning Counselor, or CRPC designation program, I am now studying the coursework for the CFP designation, the most respected designation in.

Feb 2014 - Dec 2021

Compliance Officer

Berkshire Money Management, Inc.

Pittsfield, Massachusetts Area

Giving a fresh perspective on a old time problem. After entering into a complex compliance environment, I was able to navigate my company through in-depth SEC audit, ultimately improving the companies compliance program.Day to day responsibilities include monitoring and updating the firms policies and procedures to accurately reflect the nature, and.

Nov 2012 - Dec 2021

Operations Specialist

Berkshire Money Management, Inc.

Pittsfield, Massachusetts Area

Leveraging youth, I improve office efficiency using technology. Back office support was a crucial learning experience in client relations, and service. Learning the framework from the ground up I have built an understanding of how the gears turn with one another, that ultimately benefits me as an Advisor, and you as a client.

Dec 2007 - Nov 2012

Laborer

Betnr Construction

Pittsfield, Massachusetts Area

Metal framing, foundations, iron work, shop maintenance

Jun 2006 - Sep 2007
Team & coworkers

Colleagues at Berkshire Money Management, Inc.

Other employees you can reach at berkshiremm.com. View company contacts for 13 employees →

SC Stacey Carver Stacey Carver Colleague at Berkshire Money Management, Inc. Pittsfield, Massachusetts, United States, United States View → NT Nate Tomkiewicz, Cfp®, Crpc® Nate Tomkiewicz, Cfp®, Crpc® Colleague at Berkshire Money Management, Inc. Massachusetts, United States, United States View → NW Natalie Wheeler Natalie Wheeler Colleague at Berkshire Money Management, Inc. Dalton, Massachusetts, United States, United States View → SL Scott Little Scott Little Colleague at Berkshire Money Management, Inc. Massachusetts, United States, United States View → MO Michael O'Brien Michael O'Brien Colleague at Berkshire Money Management, Inc. Pittsfield, Massachusetts, United States, United States View → TG Tammy Gaherty Tammy Gaherty Colleague at Berkshire Money Management, Inc. Lanesborough, Massachusetts, United States, United States View → BB Brenda Bailly Brenda Bailly Colleague at Berkshire Money Management, Inc. Great Barrington, Massachusetts, United States, United States View → HS Holly Simeone, Ces™ Holly Simeone, Ces™ Colleague at Berkshire Money Management, Inc. Pittsfield, Massachusetts, United States, United States View → KC Kimberly Campagna Kimberly Campagna Colleague at Berkshire Money Management, Inc. Pittsfield, Massachusetts, United States, United States View →
4 education records

Zack Marcotte, Cfp®, Ms education

Master Of Science (Ms), Personal Financial Planning, 4.0

College For Financial Planning

The Master of Science Degree Program is the highest level of financial services education available from the College for Financial.

FAQ

Frequently asked questions about Zack Marcotte, Cfp®, Ms

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

What company does Zack Marcotte, Cfp®, Ms work for?

Zack Marcotte, Cfp®, Ms works for Berkshire Money Management, Inc..

What is Zack Marcotte, Cfp®, Ms's role at Berkshire Money Management, Inc.?

Zack Marcotte, Cfp®, Ms is listed as Director Of Financial Planning at Berkshire Money Management, Inc..

What is Zack Marcotte, Cfp®, Ms's email address?

AeroLeads has found 1 work email signal at @berkshiremm.com for Zack Marcotte, Cfp®, Ms at Berkshire Money Management, Inc..

Where is Zack Marcotte, Cfp®, Ms based?

Zack Marcotte, Cfp®, Ms is based in Dalton, Massachusetts, United States while working with Berkshire Money Management, Inc..

What companies has Zack Marcotte, Cfp®, Ms worked for?

Zack Marcotte, Cfp®, Ms has worked for Berkshire Money Management, Inc. and Betnr Construction.

Who are Zack Marcotte, Cfp®, Ms's colleagues at Berkshire Money Management, Inc.?

Zack Marcotte, Cfp®, Ms's colleagues at Berkshire Money Management, Inc. include Stacey Carver, Nate Tomkiewicz, Cfp®, Crpc®, Natalie Wheeler, Scott Little, and Michael O'Brien.

How can I contact Zack Marcotte, Cfp®, Ms?

You can use AeroLeads to view verified contact signals for Zack Marcotte, Cfp®, Ms at Berkshire Money Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Zack Marcotte, Cfp®, Ms attend?

Zack Marcotte, Cfp®, Ms holds Master Of Science (Ms), Personal Financial Planning, 4.0 from College For Financial Planning.

What skills is Zack Marcotte, Cfp®, Ms known for?

Zack Marcotte, Cfp®, Ms is listed with skills including Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, Risk Management, Powerpoint, Microsoft Word, and Employee Benefits.

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