HomeTeam MemberZach Haire

Zach Haire

Zach Haire

Zach Haire

CFP®
Senior Financial Planner

Zach joined Boulay Financial Advisors, LLC in 2023. His passion for wealth management is fueled by the opportunity to create meaningful interactions and convey information in a way that resonates deeply with his clients, so they can achieve their financial goals. Zach enjoys building long-term relationships with clients and their families, providing peace of mind when it comes to their personal and business finances. Along with the wealth management advisors, Zach supports clients in many ways, including retirement planning, investment management, tax planning and other areas of financial planning. He believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

INVOLVEMENT

  • University of St. Thomas Cross Country and Track Team—Alumni
  • Holy Family Catholic Church, St. Louis Park—Parishioner

EDUCATION

  • University of St. Thomas — B.A. Finance and Catholic Studies, Summa Cum Laude
  • CERTIFIED FINANCIAL PLANNER™ Professional

PERSONAL INTERESTS

  • Spending time with his wife and son
  • Cheering on the Minnesota Twins
  • Checking out local restaurants and breweries
  • Hiking
  • Reading

FAVORITE BOOKS AND PODCASTS

  • Father Elijah—An Apocalypse by Michael O’Brien
  • The Count of Monte Cristo by Alexandre Dumas
  • Pints with Aquinas podcast

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

GET IN TOUCH

Contact Zach
"I am motivated to identify and put our clients’ goals at the forefront, and I strive to show my willingness to help achieve these goals in every interaction."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.