Zach

Lindemann

CFP®

picture of a planner

Here to act in your best interests

About me

I'm a dedicated financial planner who loves to educate my clients and help them achieve their financial goals. My entire family lives in Northern California, and even though I've lived and worked in California and Arizona, Northern California has always been my home. I’m happily married to my wife, Belinda, and we welcomed our first child, Lukas, in 2021.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Economics - University of Arizona

Visit one of our Locations

Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive

Suite 200

Elk Grove, CA 95758

San Francisco IV - San Rafael

3950 Civic Center Drive

Suite 315

San Rafael, CA 94903

Sacramento I - Roseville (East)

2901 Douglas Blvd

Suite 250

Roseville, CA 95661

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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