Zack Van Zant, CFP®

Half of Zack’s college career was spent specializing in Family Studies and the other half was in Financial Planning. He transitioned to studying Financial Planning because it presented an opportunity for him to serve, develop a personal relationship with, and to help people reach their goals.

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

outside of work

Zack is from Oldham County and currently lives in Eastern Louisville with his wife and daughter. Outside of work, he serves in the high school ministry at Sojourn East. You can often find him playing basketball or doing a bit of woodworking. He also serves as Treasurer on the Board of Directors for the Oldham Chamber and Economic Development.

qualifications

Degree in Financial Planning — Western Kentucky University — Summa Cum Laude graduate of the Honors College

CERTIFIED FINANCIAL PLANNER™ Designation

Series 66 License — Uniform Combined State Law Examination

Series 7 License — General Securities Representative Examination

recognitions

20 Under 40 — The Oldham Era (2021)

The 20 Under 40 Award recognizes young leaders that are making a difference in Oldham County's community and workplaces.

Rising Star Award — ProEquities (2018)

The Rising Star Award was presented by ProEquities in recognition of the most outstanding advisor below the age of 30. The criteria for the award were: consistent business growth and client acquisition, compliant and ethical business practices, professional education and expertise, as well as community involvement.

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