117 - Getting Beyond Instant Gratification :: Zach Hurd

A Middle Tennessee Business Podcast

Zach Hurd is Executive Vice President/Partner at SageSpring Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional. He helps provide clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence help him soundly advise his clients on a multitude of financial issues. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

 

Zach holds the Series 7, 66, Life and Annuity Licenses and is registered as a financial advisor with Raymond James Financial Services, Inc. One extremely important aspect of our team is that we are an INDEPENDENT team. By being completely independent, our allegiance is with the client and not with any particular product- as we are not obligated to sell any proprietary funds or products. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

 

Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics. While at Bethel, Zach was a member of the university’s basketball and soccer teams. He currently resides in Brentwood with his wife Jourdan, daughter Hallie and son Hutton, where they are involved with his local church, Midtown Fellowship Church. In his free time, Zach enjoys spending much of his time with his family and friends, golfing, and spending time on the lake.

 

***Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.***

Follow Zach:

https://www.linkedin.com/in/zach-hurd-cfp%C2%AE-06865740/

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