Zach Keister, CFS, CRPC™
Zach joined NFP in fall of 2021. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts.
Zach has acquired a Certified Fund Specialist designation, a Chartered Retirement Planning Counselor designation, and holds a Financial Paraplanner certification.
Zach assists clients with investment account transactions, account maintenance items like changing beneficiaries and changing bank information.
Zach is also part of the weekly podcast production team.
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.