Zach returns to CFS with a full-circle journey, having first interned with us in 2017 while pursuing a degree in Financial Planning at Salisbury University, where he graduated Summa Cum Laude. Since then, Zach has brought a wealth of diverse experience to the table—from the stage to the boardroom.
Before entering the financial world, Zach chased his passion for music as a guitarist, touring across the United States after signing a record deal. Following his time in the music industry, he transitioned into roles as a Mortgage Lender and Estimator in commercial construction—gaining valuable insight into both finance and operations.
Most recently, Zach earned the prestigious Chartered Financial Analyst® (CFA®) designation. As a CFA® Charterholder, he joins a distinguished global community of over 200,000 professionals recognized for their expertise, integrity, and commitment to the highest standards in investment management. The CFA Program is considered one of the most rigorous in the industry, covering investment tools, valuing assets, portfolio management, and wealth planning.
A Salisbury native, Zach enjoys golfing—especially at Rum Point—and spending time with his beloved chocolate lab, MJ, who proudly holds the title of Chief Distraction Officer.
What is a CFA® — and why does it matter for your retirement?
A CFA® (Chartered Financial Analyst®) is one of the most respected and demanding credentials in the financial world. CFA® charterholders are experts in investment analysis, portfolio management, and financial ethics. Earning the designation requires passing three rigorous exams, completing thousands of hours of practical experience, and committing to a strict code of ethics.
Why does that matter to you?
Working with a CFA® means you’re getting advice from someone trained to navigate complex markets, manage risk effectively, and design strategies tailored to long-term goals like retirement.
At CFS, we’re proud to have Zach King, CFA® on-site who leads our investment committee, ensuring every strategy is research-driven, disciplined, and client-focused. Combine that with our team of seasoned professionals and CFP® practitioners, and you get a holistic approach to retirement planning rooted in both deep investment expertise and personalized financial guidance.
Your retirement deserves a team that’s qualified, experienced, and working in your best interest.
Registered Administrative Assistant of Cetera Advisors LLC