Zac Pohlenz (CFP®)
Zac Pohlenz focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
Planning Specialties
As a Wealth Advisor, Zac assists the senior advisors by preparing for and leading client meetings, completing follow-up items, and maintaining client communications. Zac works every day to help clients achieve their financial life goals and finds it satisfying to know that he has helped someone gain a new perspective that can help change their life.
Additional Information
Zac realized that personal financial planning would be his career during his freshman year of college. He already had an aptitude for personal finance, and he had a passion for making connections and helping people. When he discovered the financial planning profession, he immediately knew that it was a natural fit. This led Zac to pursue a Bachelor of Science in Personal Financial Planning from Kansas State University.
A Topeka resident, Zac and his wife are busy raising their young family. In his free time, Zac enjoys playing the guitar and spending time outdoors.
NAPFA Start Date
August 25, 2020
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