Zachary Taylor, CFP®, MSF, AIF®
Financial Planner at Arista Wealth Management- Claim this Profile
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Bio
Larry Call
I work with Zach side by side as a coworker. I can’t say enough about every quality that counts in a. Individual. He is outstanding as a person and precise as a professional. Helping people with their money is such a sensitive powerful service. Zach always puts others interest above his own. He is golden! Dr. Larry Call
Jordan Naffa, MSPFP, CFP®
Zach is an invaluable team member at Arista Wealth Management. Zach has demonstrated his hard work through high client satisfaction, vast knowledge of firm processes, and by recently passing the CFP® exam (on his first attempt)! I look forward to closely working with Zach in the coming years!
Larry Call
I work with Zach side by side as a coworker. I can’t say enough about every quality that counts in a. Individual. He is outstanding as a person and precise as a professional. Helping people with their money is such a sensitive powerful service. Zach always puts others interest above his own. He is golden! Dr. Larry Call
Jordan Naffa, MSPFP, CFP®
Zach is an invaluable team member at Arista Wealth Management. Zach has demonstrated his hard work through high client satisfaction, vast knowledge of firm processes, and by recently passing the CFP® exam (on his first attempt)! I look forward to closely working with Zach in the coming years!
Larry Call
I work with Zach side by side as a coworker. I can’t say enough about every quality that counts in a. Individual. He is outstanding as a person and precise as a professional. Helping people with their money is such a sensitive powerful service. Zach always puts others interest above his own. He is golden! Dr. Larry Call
Jordan Naffa, MSPFP, CFP®
Zach is an invaluable team member at Arista Wealth Management. Zach has demonstrated his hard work through high client satisfaction, vast knowledge of firm processes, and by recently passing the CFP® exam (on his first attempt)! I look forward to closely working with Zach in the coming years!
Larry Call
I work with Zach side by side as a coworker. I can’t say enough about every quality that counts in a. Individual. He is outstanding as a person and precise as a professional. Helping people with their money is such a sensitive powerful service. Zach always puts others interest above his own. He is golden! Dr. Larry Call
Jordan Naffa, MSPFP, CFP®
Zach is an invaluable team member at Arista Wealth Management. Zach has demonstrated his hard work through high client satisfaction, vast knowledge of firm processes, and by recently passing the CFP® exam (on his first attempt)! I look forward to closely working with Zach in the coming years!
Credentials
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Accredited Investment Fiduciary® (AIF®)
Fi360 (now Broadridge) -
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
CFP Board -
Certified Plan Fiduciary Advisor® (CPFA®)
National Association of Plan Advisors -
Investment Adviser Law Exam (Series 65)
FINRA (Financial Industry Regulatory Authority) -
Securities Agent State Law Exam (Series 63)
FINRA (Financial Industry Regulatory Authority) -
Securities Industry Essentials Exam (SIE)
FINRA (Financial Industry Regulatory Authority)
Experience
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Arista Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Mar 2020 - Present
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Portfolio Administrator
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May 2020 - Aug 2021
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Associate Advisor
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Mar 2020 - May 2020
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Investment Solutions Representative
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Aug 2021 - Jan 2022
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Brigham Young University - Idaho
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United States
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Higher Education
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700 & Above Employee
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Professor of College Success
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Apr 2019 - Mar 2020
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Education
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University of Utah
Master's of Finance (MSF) -
Brigham Young University - Idaho
Bachelor's of Financial Economics (BSFE) -
Yale School of Management
Executive Education in Investment Management Theory & Practice (IMTP) -
Texas A&M University
Certificate in Financial Planning (CertFP)
Community
