Rock House Financial is proud to announce that Financial Advisor Zach Nelson now holds the title of Certified Financial Planner™ (CFP®).
CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Zach has a passion for helping families with their financial planning. He graduated from Utah Valley University with a bachelor’s degree in Personal Financial Planning and then earned his master’s degree in Business Administration from the Woodbury School of Business. His favorite part of the job is getting to know his clients and then helping them prepare, financially, to meet their specific goals.
At Rock House Financial, we’re also fiduciaries, which means that we are legally responsible to put your best interests first. While many people assume this is the standard for a financial advisor, sadly, it is not.
Zach specializes in working with young professionals and families and enjoys servicing 401(k) plans for small business owners.
If you’re looking for a financial advisor in Utah, contact Zach to see how he can help.