Zach
Lindemann
CFP®
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.
