Zach Han

CFP®

zhan@monetagroup.com

(314) 244-3271

Moneta Group Advisor 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 Blair Steffens Sheehan Team provides clients and fellow team members with a significant value add.

Zach joined the Blair Steffens Sheehan 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.

Outside of Moneta, Zach enjoys coaching and playing hockey, skiing, and boating. He is a native to Cincinnati and now resides in Kirkwood with his wife, Molly.

CERTIFIED FINANCIAL PLANNER™

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.