Zachary Rivard, MS-PFP, CFP®, AIF®
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Phone: 248-269-8366
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Zach Rivard is the newest advisor to join StraightLine. Early in his career, Zach worked in retail banking helping clients optimize their monthly finances and pay down debt efficiently. The next adventure for Zach was spending several years working with high earning individuals and small business owners to help them reach their financial goals.
Zach is a CERTIFIED FINANCIAL PLANNER™ and earned a Master of Science degree in Personal Financial Planning from the College of Financial Planning. Additionally, he earned the Accredited Investment Fiduciary® (AIF®) designation. Zach completed his undergraduate degree at Saginaw Valley State University with a Bachelor of Business Administration in Finance in 2012 and a second major in Accounting in 2013.
Zach is a CERTIFIED FINANCIAL PLANNER™ and earned a Master of Science degree in Personal Financial Planning from the College of Financial Planning. Additionally, he earned the Accredited Investment Fiduciary® (AIF®) designation. Zach completed his undergraduate degree at Saginaw Valley State University with a Bachelor of Business Administration in Finance in 2012 and a second major in Accounting in 2013.
Zach grew up and currently resides in Bay City, Michigan with his wife Rachel and four young children, Abraham, Isaac, Liza, and Raphael. The children’s activities keep Zach and Rachel very busy, but when there are free weekends, they are typically spent at the family cabin in northern Michigan or on the ski slopes. When staying home, Zach, as an aspiring amateur chef, enjoys preparing dinner for his family.
PROFESSIONAL DESIGNATION:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™️, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Those certification requirements include education, exam, experience and ethics components--more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™️, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Those certification requirements include education, exam, experience and ethics components--more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.