Zach Hamilton

Zach Hamilton is a Financial Advisor and Partner at Alterra Advisors, a wealth management firm based in Bellevue, Washington.12 He holds the Certified Financial Planner (CFP®) designation, which indicates his expertise in financial planning and wealth management.3

Educational Background

Zach graduated from Gonzaga University with degrees in Marketing and Finance.24 This educational foundation has equipped him with a strong understanding of both the business and financial aspects of his profession.

Professional Experience

At Alterra Advisors, Zach works as part of a team providing comprehensive financial services, including financial planning, investment advice, business planning, and estate planning.1 His role involves working directly with clients to help them achieve their financial goals and "unlock their wealth's potential".14

Skills and Expertise

Zach's professional background includes:

1. Financial planning and wealth management
2. Investment analysis and strategy
3. Client relationship management

He has demonstrated proficiency in evaluating financial institutions, as evidenced by his participation in the CFA Institute Research Challenge, where he evaluated Sterling Financial.3 Zach is also familiar with important financial reporting tools such as Uniform Bank Performance Reports (UBPR) and CALL reports, as well as financial analysis techniques like discounted cash flow analysis.3

Personal Background

Zach's interest in finance appears to have family roots. He grew up hearing stories from his grandfather about his work in the financial industry, which likely influenced his career choice.2 This personal connection to the field seems to have instilled in him a deep appreciation for the impact of financial planning on people's lives.

Zach Hamilton brings a combination of formal education, professional certification, and personal passion to his role as a Financial Advisor at Alterra Advisors, where he works to help clients navigate their financial journeys and build wealth.