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CFP®
Client Relationship Manager
for John G. McCarthy III
Zach Foertschbeck began his career at Heritage Financial Consultants as an intern in 2019 while completing his studies at Towson University. He graduated cum laude with a Bachelor of Science in Business Administration, specializing in Finance, and subsequently joined the team as a Client Relationship Analyst under John G. McCarthy III. Between late 2022 and early 2023, Zach advanced to the position of Client Relationship Manager.
Zach holds a FINRA Series 7 securities registration as well as a CERTIFIED FINANCIAL PLANNER® certification. As Client Relationship Manager, his duties include managing the client Annual Review process, leading the support staff, and developing financial plans and analyses. He also ensures the upkeep of the practice’s wealth management platform.
In his personal time, Zach is an avid sports enthusiast, participating in flag football, softball, volleyball, and golf. He also enjoys playing the guitar.
Education
- Bachelor of Science in Finance, Towson University, 2020
- Graduated with Latin Honors (Cum Laude)
Certifications
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
- Series 7 registered

