The Advisor
Behind the Plan
Zach Holly is a CERTIFIED FINANCIAL PLANNER™ professional in Phoenix helping pre-retirees and business owners make retirement and financial decisions with clarity — not guesswork.
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Why We Do This Work
Zach got into financial planning because he watched people he cared about make retirement decisions without anyone in their corner — and saw what that cost them. Today, he works almost exclusively with pre-retirees and business owners in Arizona, California, and Colorado, helping them bring structure to the financial decisions that feel overwhelming. The goal isn't just a plan that looks good on paper — it's one you actually understand and can follow.
Most first conversations turn into deeper work around retirement income planning, thoughtful investment management, small business retirement plans, continuity and succession, or building a more integrated financial strategy.
That same work often overlaps with protecting what you've built, retirement planning that is practical, key person insurance, and the question of why a Certified Financial Planner is the right fit when the decisions feel too important to leave fragmented.
Credentials & Background
Zach didn't stumble into financial planning — he spent years preparing for it. His father Tim has been a financial advisor for over three decades, and Zach grew up watching what great client relationships look like from the inside. But rather than jumping straight in, he took the long way on purpose.
Zach spent years working across different corners of the financial industry, studying how the largest firms operate — what makes them effective, and more importantly, where they fall short. He saw firsthand how individuals, families, and business owners get overlooked when they don't fit neatly into a big firm's model. That's the gap he came back to fill.
Today, Zach brings that institutional knowledge to a practice built around personal attention. Every certification, every role, every year in the industry was a deliberate step toward being the kind of advisor who doesn't just manage money — but understands the people behind it.
Ready to See If We're a Fit?
Schedule a no-obligation intro call. We'll talk about what's on your mind and whether working together makes sense.
Schedule an Intro Call