Providing Advisory Services in All 50 States
Zac Schoene brings over 5 years of Insurance and Financial experience to Wallstreet Group. Zac offers his clients expertise from having advised for an array of Financial clients. He strives with each client to help them achieve their short and long term financial goals. Zac focuses on individual retirement accounts and personal financial planning. Zac graduated from the Missouri State University with a Bachelor of Science degree in Finance (Financial Planning) and Risk Management & Insurance as a dual major. Zac’s Missouri securities and insurance licenses include: Series 7, Series 66, Health, Life, and he has met the educational requirements to set take the Certified Financial Planner (CFP) exam. He plans to take it in the fall of 2016. Zac is an active member in Emerging Professionals in Columbia (EPIC) and the Jefferson City Young Professionals.