The Retirement Roadmap: Common Sense Strategies To Take You To and Through Retirement - Softcover

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Zach Gray is a partner in Wallstreet Financial group, as well as an Investment Adviser Representative.

Zach has worked in the insurance and financial services industry for over a decade, leading a captive insurance company for several years, and as an independent financial planner. As partner of Wall Street Financial Group, Zach’s goal is to provide value to those clients they serve through comprehensive financial and retirement planning.

Zach has a bachelor’s degree in education from the University of Illinois, where he played football for the Fighting Illini. He has recently become a contributing columnist for Kiplinger magazine. He has passed the Series 6, 63 and 65 securities exams and holds property/casualty and life/health insurance licenses in Illinois, Indiana and Missouri. Zach has earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning as well as his Life and Annuity Certified Professionals (LACP®) certification from the National Association of Insurance and Financial Advisors (NAIFA).