Zach Bennedsen, CFP®

Financial Planner

Bennedsen_9665Zach Bennedsen, CFP® 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: Zach approaches his work with Clients by viewing himself as a financial lens. He focuses on understanding a Client’s Live Big® ideas and goals, translating them to dollars, then putting them back into something that is both meaningful and achievable.

Current Update: Zach is eagerly awaiting the start of 2019, when he will officially be serving as the FPA of San Francisco’s Director of Advocacy. Zach prepared for this role in 2018 by attending the FPA of California’s Advocacy Day in Sacramento, where Financial Planners spoke with legislators about issues affecting their clients. He also attended the Chapter Leaders Conference in Denver, Colorado, and will be attending the FPA of California’s Strategic Planning Summit in December. Beyond his professional endeavors, the transition from Fall to Winter signals the switch from weekends spent hiking to weekends on the ski slopes.

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