About Zach
Zach Hurst is the Vice President of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing, and implementation of Valmark’s unique financial planning processes. He oversees a team of financial planners and product experts that assists with accumulation, income distribution, and legacy planning through various processes designed to best meet the unique needs of clients.
Speaking Engagements & Publications
- Presented on financial planning topics at Valmark’s Member Summit, as well as at various College of Business courses and panels with the University of Akron
- Recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron’s Finance Advisory Board
- Recent published articles for the Technolink Association include “Democratizing Retirement Income Planning through the Lens of Economics and Finance” and “21st Century State-of-the-Art Dynastic Estate Planning with an Emphasis on Multiple Generations”
Education, Designations & Professional Affiliations
- BSBA, Financial Services, The University of Akron
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Life Underwriter® (CLU®)
- Series 7, 24 and 66 registrations
- Ohio Life, Health, Accident and Variable Life Insurance licenses