Zachary Taylor, CFP®, MSF, AIF®
Lead Financial Planner
Zachary T. Taylor has completed the CERTIFIED FINANCIAL PLANNER™ certification and holds the Accredited Investment Fiduciary® (AIF®) and the Certified Plan Fiduciary Advisor® (CPFA®) designations. He has met educational, experience, examination, and ethical requirements set by CFP Board, NAPA and Fi360, and is committed to providing financial planning services that adhere to their standards of excellence to receive these credentials.
Zachary T. Taylor works as the Lead Financial Planner at Arista Wealth Management where he is responsible for designing customized investment solutions for clients.
Previous to this position he was an Investments Solutions Representative at Fidelity Investments. He was also a former student professor of College Success at Brigham Young University-Idaho. He led a university training program covering the fundamentals of financial analysis, risk tolerance, estate planning, investment strategies, and client portfolio management.
Colleagues would describe him as honest, personable, knowledgeable, and driven. During his time off, Zachary enjoys traveling with his wife, camping with his family, volunteering in his church, as well as playing the guitar.