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Zach Keister, CF2™, CFS, CRPC™

Zach Keister, CFS, CRPC financial expert at Nelson Financial Planning in Orlando, FL

Zach Keister joined Nelson Financial Planning in September of 2021 as a Relationship Coordinator. Before embarking on his career in financial planning, Zach spent 8 years as an Engineer in a central Indiana fire department, where he developed invaluable skills in leadership, crisis management, and teamwork. His experience in public service instilled in him a deep sense of responsibility and a commitment to serving others—a foundation that continues to inform his approach to client relationships at NFP.

Since joining NFP, Zach has demonstrated a strong commitment to professional growth and excellence. He has earned several notable designations including Certified Financial Fiduciary®, Certified Fund Specialist, and Chartered Retirement Planning Counselor. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts. These achievements highlight his dedication to mastering the intricacies of financial planning and upholding the highest standards of fiduciary responsibility for his clients.

Currently pursuing a business degree from Indiana University, Zach remains committed to expanding his knowledge and staying abreast of industry trends to better serve his clients and contribute to the growth of Nelson Financial Planning.

Outside of his professional pursuits, Zach enjoys engaging in intellectual challenges such as playing chess, which complements his strategic thinking skills honed through years of public service and financial planning. He also finds enjoyment and relaxation in the exhilarating freedom of motorcycle riding.

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.