Zack Van Zant, CFP®
Zack helps individuals and families make wise financial decisions through comprehensive financial planning and wealth management. By integrating investment management, retirement planning, tax strategy, risk management, and estate planning, he helps clients align their financial resources with their long-term goals and values.
Zack believes that money is ultimately a matter of stewardship and that meaningful financial planning begins with understanding what matters most to each client. Through lasting relationships and thoughtful guidance, he seeks to help clients move forward with clarity, confidence, and purpose.
Outside of work, Zack enjoys spending time with his wife and two children. He is actively involved in his church and enjoys helping others think thoughtfully about faith, stewardship, and the decisions that shape a meaningful life.
favorite quote
“Godliness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of it.” —1 Timothy 6:6-7
qualifications
B.S. in Financial Planning — Western Kentucky University, Summa Cum Laude, Honors College
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 — General Securities Representative
Series 66 — Uniform Combined State Law
recognitions
20 Under 40 — The Oldham Era (2021)¹ — Recognizing young leaders making a difference in Oldham County’s community and workplaces.
Rising Star Award — ProEquities (2018)² — Awarded to the most outstanding advisor under 30, based on business growth, ethical practice, professional development, and community involvement.
Listing in these publications and/or awards is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
¹Oldham County’s 20 Under 40 issued by Oldham Era and Baptist Health La Grange. Businesses and individuals can nominate candidates in various categories by submitting a photo and information about why this person should be recognized. Nominees must be 39 years old or younger. A nominee can't turn 40 until the following year. Nominees must also reside OR work in Oldham County.
²2018 ProEquities Practice Management Rising Star Award. Criteria financial professional under the age of 40, has been in business for one to three years, and demonstrates steady, compliant growth. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.