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Zachary Matarazzo, Cfp® Aif® Email & Phone Number
Partner
at
HeartStone Advisors
LinkedIn matched
✓ Verified July 2026
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Who is Zachary Matarazzo, Cfp® Aif®? Overview
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Quick answer
Zachary Matarazzo, Cfp® Aif® is listed as Partner at HeartStone Advisors, based in Whitefish, Montana, United States. AeroLeads shows a matched LinkedIn profile for Zachary Matarazzo, Cfp® Aif®.
Zachary Matarazzo, Cfp® Aif® previously worked as Partner at Main Line Retirement Advisors and Tour Guide Coordinator at Bucknell University. Zachary Matarazzo, Cfp® Aif® holds Bachelor Of Business Administration (B.B.A.), Financial Management from Bucknell University.
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Email format at HeartStone Advisors
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HeartStone Advisors
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Profile bio
About Zachary Matarazzo, Cfp® Aif®
I grew up watching my father and grandfather craft retirement plans in the Philadelphia suburbs of the Main Line. After graduating from Bucknell University in 2017, I helped my father Al start a new venture, HeartStone Advisors, in the beautiful resort town of Whitefish, Montana. My father, sister, and I assist individuals and small businesses nationwide with their financial needs via HeartStone Advisors and Main Line Retirement Advisors, SEC Registered Investment Advisory Firms. These family firms collectively manage over $300 million in discretionary assets. I am both a CFP® and AIF® practitioner.
Listed skills include Photography, Microsoft Office, Bloomberg, Gorilla Crm, and 15 others.
Current workplace
Zachary Matarazzo, Cfp® Aif®'s current company
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4 roles
Zachary Matarazzo, Cfp® Aif® work experience
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Partner
Partner
Heartstone Advisors
Tour Guide Coordinator
Oct 2013 - May 2017
1 education record
Zachary Matarazzo, Cfp® Aif® education
FAQ
Frequently asked questions about Zachary Matarazzo, Cfp® Aif®
Quick answers generated from the profile data available on this page.
What company does Zachary Matarazzo, Cfp® Aif® work for?
Zachary Matarazzo, Cfp® Aif® works for HeartStone Advisors.
What is Zachary Matarazzo, Cfp® Aif®'s role at HeartStone Advisors?
Zachary Matarazzo, Cfp® Aif® is listed as Partner at HeartStone Advisors.
Where is Zachary Matarazzo, Cfp® Aif® based?
Zachary Matarazzo, Cfp® Aif® is based in Whitefish, Montana, United States while working with HeartStone Advisors.
What companies has Zachary Matarazzo, Cfp® Aif® worked for?
Zachary Matarazzo, Cfp® Aif® has worked for Heartstone Advisors, Main Line Retirement Advisors, and Bucknell University.
How can I contact Zachary Matarazzo, Cfp® Aif®?
You can use AeroLeads to view verified contact signals for Zachary Matarazzo, Cfp® Aif® at HeartStone Advisors, including work email, phone, and LinkedIn data when available.
What schools did Zachary Matarazzo, Cfp® Aif® attend?
Zachary Matarazzo, Cfp® Aif® holds Bachelor Of Business Administration (B.B.A.), Financial Management from Bucknell University.
What skills is Zachary Matarazzo, Cfp® Aif® known for?
Zachary Matarazzo, Cfp® Aif® is listed with skills including Photography, Microsoft Office, Bloomberg, Gorilla Crm, Redtail Crm, E Money, Riskalyze, and Photoshop.
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