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Zak Leedom, CFP®
Private Wealth Advisor at WealthSource Partners, LLC
Zak Leedom is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Private Wealth Advisor at WealthSource Partners, LLC. He specializes in providing financial planning services tailored to corporate executives and high-net-worth individuals. His expertise encompasses various aspects of wealth management, including retirement planning and investment strategies.
Professional Background
- Current Position: Private Wealth Advisor at WealthSource Partners, LLC.
- Specialization: Focuses on financial planning for corporate executives and affluent clients.
Education
Zak Leedom holds a degree from West Virginia University, which has contributed to his foundational knowledge in finance and wealth management.
Online Presence
He is active on LinkedIn, where he shares insights related to financial planning and investment strategies. His LinkedIn profile can be found under the username zakleedomfa.