< BACK TO ALL PLANNERS & STAFF
Client Relationship Manager
Zach Foertschbeck joined Heritage Financial Consultants as an intern in 2019 while attending Towson University. After graduating cum laude with a Bachelor of Science in Business Administration with a concentration in Finance, he accepted a role as Client Relationship Analyst for John G. McCarthy III’s practice. Zach is FINRA Series 7 securities registered.
Zach enjoys playing sports (flag football, softball, volleyball, and golf) and playing guitar.
Education
- Bachelor of Science in Finance, Towson University, 2020
- Graduated with Latin Honors (Cum Laude)
Certifications
- Series 7 Registered
Zachary Foertschbeck maintains his CFP certification and only provides financial planning management services to Osaic FA financial planners and professionals. He is not licensed to provide investment advisory or financial planning services directly to an Osaic FA client.
CRN-7470069-122324