Zach Leighton joins Alta Wealth Advisors with over 16 years of experience in the financial industry, specializing in retirement planning, investment strategies, and wealth management. Holding the Certified Retirement Counselor (CRC®) designation, Zach brings a wealth of knowledge and a personalized approach to financial planning that is focused on helping clients achieve their long-term goals.
Throughout his career, Zach has held key roles including VP, Financial Advisor at Citizen’s Private Client Group, VP, Financial Advisor at Santander Investment Services, and Senior Partner, Retirement and Group Plans Specialist at Reliant Financial Group. In these roles, he worked closely with individuals and businesses to create tailored financial strategies that address their unique needs and aspirations.
Zach’s approach to financial planning is holistic, taking into consideration each client’s personal and family goals, while acting as a fiduciary with advisory clients to ensure that recommendations are always in the client’s best interest. His goal is to simplify the often complex world of financial planning and guide clients towards making informed decisions for a confident future.
Based in Carver, MA, Zach enjoys spending time with his two children, Brynn and Michael. When not helping clients with their financial planning needs, he can often be found enjoying outdoor activities like golfing and skiing with family and friends.