Zak Leedom is a distinguished financial planner with a wealth of experience in financial management services. He holds a Bachelor's degree in Finance and Financial Management Services from West Virginia University. With his expertise in financial planning, Zak specializes in helping corporate executives and business owners with financial planning, retirement savings, and wealth accumulation. He currently serves as a Private Wealth Advisor at WealthSource Partners, LLC, offering top-notch financial planning services to clients. Prior to this role, Zak was a Partner and Senior Wealth Management Advisor at SurePath Wealth Management, where he helped clients identify financial goals and built customized financial plans to achieve them.

Zak's financial planning approach focuses on a comprehensive plan that involves investment management, tax planning, estate planning, wealth transfers, college planning, insurance needs, and risk management. He believes that the first step in comprehensive financial planning is to identify specific goals and build a financial plan tailored to individual clients.

Outside of his work, Zak loves staying active and enjoys playing golf, soccer, and working out. He also loves traveling with his wife, exploring different cultures and cuisines.

In summary, Zak Leedom is a certified financial planner, offering top-notch financial planning services to business owners and corporate executives. His wealth of experience includes investment management, tax planning, estate planning, and risk management. He has a Bachelor's degree in Finance and Financial Management Services from West Virginia University, and he currently serves as a Private Wealth Advisor at WealthSource Partners, LLC.