ZACH BENNEDSEN, CFP®

FINANCIAL PLANNER

Zach Bennedsen, CFP® graduated from Virginia Tech in 2016 with both a Bachelor of Science in Finance, where he completed Virginia Tech’s CFP® Certification Education Track, and a Bachelor of Arts in Spanish. At Virginia Tech, Zach was an active member of the University’s FPA chapter, and served as Vice President his senior year. He was also a member of the Spanish Honor Society, and studied in Madrid during the summer of 2014.

Prior to Yeske Buie, Zach served as an intern at SageBroadview Financial Planning in Morristown, New Jersey. His brief stay affirmed his love for financial planning and assured him he had found the right profession. He is captivated by the unique blend of personal skills and technical knowledge that financial planning requires. Zach has joined San Francisco’s thriving FPA chapter, and plans on becoming involved in the NexGen community.

In his free time, Zach enjoys playing ice hockey, hiking, and playing the guitar (poorly). He also enjoys buying coffee beans from local shops, and is always trying to find his new favorite variety. He is very excited for San Francisco’s extensive selection of shops and roasters.

Client Focus: Zach approaches his work with Clients by viewing himself as a financial lens. He focuses on understanding a Client’s Live Big® ideas and goals, translating them to dollars, then putting them back into something that is both meaningful and achievable.

Current Update: Zach recently attended FPA of California’s advocacy day in Sacramento to speak with legislators about issues facing our Clients and their constituents. He looks forward to attending FPA’s National advocacy day in Washington, DC later this year, and hopes to spend some time visiting Yeske Buie’s east coasters while he’s there.

Outside of the office, Zach is loving the heavy snow in the Sierra. With a new four-wheel drive car in his garage (or… street parked in the Mission District), it’s easier than ever for him to get to the slopes! He’ll be skiing well into April this year, though with a quick break to travel to Barcelona in late March for some tapas, vino, and hiking.