View in portrait for best experience

Zach Han

Partner

CFP®, CEPA

Moneta Partner Zach Han strives to deliver “Raving Fan” service to every individual client. He does this by helping each client understand their current situation and assisting them to establish and accomplish realistic goals. His exposure to various unique and comprehensive planning opportunities during his time on the Sheehan Steffens Akins Han Team provides clients and fellow team members with a significant value add.

Zach joined the Sheehan Steffens Akins Han Team as a Client Service Manager in 2007. Under the mentorship of Partner Jim Blair, the trust that clients have placed in him, and the support of his team, Zach was promoted to Advisor in 2015. He looks to continue building trusting relationships and strong rapport among clients and peers. His goal is to ensure their clients’ best interests remain at the heart of everything they do, and to provide service that continually raises the bar.

Zach earned his B.S.B.A. in Finance from Saint Louis University in 2007 and holds the CERTIFIED FINANCIAL PLANNER™ designation. He also earned a Certified Exit Planning Advisor (CEPA) designation to become a better strategic partner with business owners by helping them to unlock the wealth they’ve built in their business and prepare for the next steps in their life’s journey.

Outside of Moneta, Zach enjoys coaching and playing hockey, skiing, and boating. He is a native to Cincinnati and now resides in St. Louis.

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

VIEW ALL ARTICLES

Let’s make every moment count together…