Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
Zakkary Fuchs, CFP
Financial Advisor
Email Address
Zakkary.Fuchs@wellsfargoadvisors.comPhone Number
(435) 652-7306Toll Free
(866) 636-8339As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I hold a Master’s degree in Financial Planning & Analytics from Utah Valley University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Having grown up here in St. George, I’m grateful to give back to a community that has shaped who I am today. Away from the office, I enjoy golfing, swimming, hiking, and spending time with my family. My wife and I live in Washington, UT with our son Miles and Border Collie named Patches.
CA Insurance License Number: 4397665. Resident State: UT
Certificates
CFP
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.
Investment expertise and advice in an effort to help clients succeed financially
