Financial Planning Resident
Zach Bennedsen graduated from Virginia Tech in 2016 with both a Bachelor of Science in Finance, where he completed Virginia Tech’s CFP® Certification Education Track, and a Bachelor of Arts in Spanish. At Virginia Tech, Zach was an active member of the University’s FPA chapter, and served as Vice President his senior year. He was also a member of the Spanish Honor Society, and studied in Madrid during the summer of 2014.
Prior to Yeske Buie, Zach served as an intern at SageBroadview Financial Planning in Morristown, New Jersey. His brief stay affirmed his love for financial planning and assured him he had found the right profession. He is captivated by the unique blend of personal skills and technical knowledge that financial planning requires. Zach has joined San Francisco’s thriving FPA chapter, and plans on becoming involved in the NexGen community.
In his free time, Zach enjoys playing ice hockey, hiking, and playing the guitar (poorly). He also enjoys buying coffee beans from local shops, and is always trying to find his new favorite variety. He is very excited for San Francisco’s extensive selection of shops and roasters.
Client Focus: As a Financial Planning Resident, Zach works with the rest of the Financial Planning Team to ensure that clients’ financial planning needs are met to help them achieve their LiveBig® goals.
Current Update: Zach has been staying busy this winter, and has taken advantage of California’s varied climates. He enjoyed the novelty of skiing at 30°F one weekend, then hiking at 60°F the next. Zach has also recently committed himself to always having a book to read. He has been alternating between fiction and non-fiction, and has found opportunities for both personal and professional growth in the pages of everything he’s picked up.