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Zach Chiara (CFP®, CRPC®)

Zach Chiara focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • ExPat and Cross Border Issues
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

With expertise from a fee-only CFP® in tax planning, retirement planning, and investment management, we specialize in helping early retirees turn their wealth into a fulfilling lifestyle. Whether that means exploring new corners of the world, spending more time with loved ones, or simply being able to live life on your terms.

From creating tax-efficient retirement income to ensuring your money lasts your lifetime, we have you covered. So if you're an Early Retiree (or within a few years of it), have at least $1 Million of investible assets, and a passion for travel, reach out today.

Here's how: Go to our website, schedule a call, start with a completely Free Early Retirement Blueprint.

Additional Information

Hey! I’m Zach, and after years of frustration working for various Fortune 500 companies, I made the decision to go out on my own with a mission to provide a better experience for my clients and the industry as a whole. Factor is not your traditional advisor, we’re a lifestyle focused CERTIFIED FINANCIAL PLANNER™ for people who value experiences over routine.

I’m dedicated to helping people make smart, life-centered financial decisions that align with their goals, dreams, and lifestyle. At Factor Financial, I run a modern, high-tech firm that’s reshaping what financial planning looks like.

-Zach Chiara, CFP®, CRPC®

NAPFA Start Date

January 16, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2108 N St. #11085 Sacramento, CA 95816 Phone: +1 (916) 755-6447
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