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Zachary H
CFP®, Series 63
Healdsburg, CA
ZH Wealth Management, LLC
Zachary Hagen is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He is the sole advisor at ZH Wealth Management, LLC, an independent firm he has led since 2010. Outside of his advisory role, he provides separate tax-related consulting services. ZH Wealth Management offers investment supervisory services to individuals, high-net-worth clients, and business entities, creating customized Investment Policy Statements to guide portfolio management. The firm utilizes a range of investment strategies across multiple asset classes and manages accounts on both discretionary and non-discretionary bases.
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