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
NAPFA Start Date
August 25, 2020