Zechariah Schaefer, CFP^®

Focus Areas

Comprehensive Financial Planning for Business Owners & Entrepreneurs

Financial Management for Tech Founders

Equity Compensation Guidance for Tech Professionals

Tax Planning & Strategy

About the Financial Advisor

Zechariah is a Financial Advisor for Focus Financial and Co-Founder of the Creative Edge Group. Zechariah & Jon partnered to form the Creative Edge Group with the goal of delivering out-of-the-box financial and tax planning strategy to clients, especially business owners & real estate investors.

Zechariah loves the challenge of communicating complex financial information and the joy of building long-term relationships with clients. His dedication to clients is evident in how hard he works to ensure they remain on track to reach their financial goals. With almost a decade of experience in the financial space and years spent serving High Earning Business Owners & Tech Professionals, Zechariah is well-equipped to deliver tremendous value to his clients.

Education and Designations

• Bachelor of Science in Business Administration, Financial Planning, magna cum laude
• CFP^® – CERTIFIED FINANCIAL PLANNER™

Personal Life

On the weekend, Zechariah is all about living life as the adventure that it is. His passions include his faith, getting to know people deeply, entrepreneurship, weightlifting, & just about every mountain/snow sport out there, especially downhill skiing.