Zachariah Harney CFP®, CIMA®
Zach is an advisor of Monterey Private Wealth and is an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Certified Investment Management Analyst ®.
Prior to joining MPW, Zach spent 4 years in private banking and wealth management at Merrill Lynch serving ultra-high net worth families. At Merrill Lynch he was responsible for advising and servicing these families, with an emphasis on working with second generation clients and providing education and tailored guidance. Zach has a passion for taking intricate and complicated financial concepts and presenting them in a way that helps clients understand the importance to their overall financial picture and legacy.
He earned his B.S. in Social Studies from Grand Valley State University and a Masters in Financial Planning from the College for Financial Planning. He is also currently pursuing a Masters in Finance from the University of Michigan. Zach and his wife Christine have been married since 2014 and they enjoy traveling, reading, working out and serving with different local and global non-profit organizations.