Zach Wagner is a financial planner based in Rochester, NY, where his deep local roots inform the way he shows up for his clients with familiarity, consistency, and genuine investment in the community he calls home. A graduate of Le Moyne College, Zach brings a disciplined and people-first approach to the financial planning process, guiding families and individuals through the decisions that shape their long-term security and success.

What sets Zach apart is his commitment to the relationship, not just the plan. He believes that true financial clarity comes from understanding a person's full picture, their goals, their concerns, and what they're ultimately working toward. When he isn't in the office or watching his favorite teams, Zach is focused on the next big chapter of his life. He is currently engaged to his fiancée, Alyssa, and enjoys spending time with his family and staying active in the community where he was raised.