Zach Bennedsen

Financial Planning Resident

Bennedsen_9665Zach 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: It has been a springtime of music for Zach. He’s been to a handful of concerts in the past month, and has even played a few shows of his own with a friend at a local café. Zach has also continued to check hikes off his list. His recent favorite was the Montara Mountain trail near Pacifica, CA. In more scholarly news, Zach is still working on his book list. The early focus of the list has been on behavioral finance and cognitive psychology; he’s found the material easily applicable to life both in and outside of the office.

Read more from Zach:

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson