Zac Olinger, CFP®

Zac Olinger, CFP®, a financial adviser with Peachtree Planning in Tennessee, joined the firm in 2015. Throughout his career, people have worked with Zac because of the sense of purpose he brings to achieving his clients’ personal success. What this means is he strives to understand what matters most to every individual he works with and creates a plan that aligns with their personal values. Through an ongoing relationship with Zac, people have more confidence, motivation, and clarity in knowing they have a trusted team of representatives to help guide them to what they truly want to achieve.

Zac is a native of Hoover, Alabama and attended Columbia University in the City of New York, where he was a two-year captain of their division I football team. With previous experience in the family office environment, Zac was drawn to a career in financial services early on. He began his full-time career with UBS before joining Peachtree Planning in 2015.

Zac lives in Thompson’s Station with his wife, Madeline. He is actively involved on the Williamson County Young Professionals Board and attends Crosspoint Church in Franklin.

9019 Overlook Blvd., Suite D-1 • Brentwood, TN 37027
404.889.0007 (c) | 615.376.8320 (o) | 615.376.8321 (f)
Zachary.Olinger@peachtreeplanning.com
www.peachtreeplanning.com

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, Georgia 30342, 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 2017-39811 Exp. 5/19
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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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