Zach Fischels

RICP · WMCP · CLU · ChFC · CFP

Waterloo, Iowa

Virtual

In-Person

Specialties

Retirement PlanningWealth ManagementInvestment PlanningFinancial PlanningRetirement Income

About Me

Zach enjoys helping clients achieve their financial goals through a financial plan that gives them confidence in their future.

Zach has been in the financial planning business since 2017 and attended the University of Northern Iowa, earning a degree in Finance with an emphasis in Personal Wealth Management. Zach is a CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional (RICP®), Chartered Financial Consultant (ChFC®), and Charted Life Underwriter (CLU®). Originally from Independence, IA, Zach currently resides in Cedar Falls, IA with his wife Janelle. Outside the office, Zach enjoys spending time with family and friends, running, travelling, reading, and enjoying the great outdoors.

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Interests & Hobbies

RunningTravelReadingSportsHikingBiking

Ready to talk?

Always free for clients.

Credentials

RICP, WMCP, CLU, ChFC, CFP

Chartered Designations

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Disclosures

Zach Fischels uses Oak Wealth Partners as a marketing name for doing business as a representative of Northwestern Mutual. Oak Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Zach Fischels is an Associate Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.