Zach Han
CFP®, CEPA
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. 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.
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. 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