Zach Gerber opened his first brokerage account during his Freshman year of high school. That early interest made for a natural progression to helping clients with their own investments. He helps younger clients build a strong foundation to ensure their retirement is everything they imagined. For clients closer to retirement or who are retired, he helps them create additional flexibility in their financial plans.

Zach knows no one can predict the future, but it is possible to plan for potential life events. Whether that means a new grandchild, job change, retirement, or anything else life has in store, a flexible financial plan ensures greater confidence, comfort, and less financial worry.

Zach is a CERTIFIED FINANCIAL PLANNER™️ (CFP®️) with his Series 65. He graduated with a double major and holds a BSBA in Financial Planning & Wealth Management and Finance from John Carroll University. He’s a member of the Financial Planning Association of Northeast Ohio. He also serves as a mentor at John Carroll University to anyone interested in the financial planning industry.

Zach lives in Tremont, Ohio. While in college, he was a member of John Carroll’s Track and Field Team, running 110m hurdles. He still enjoys working out and has played guitar since the 6^th grade.