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Zach Tekamp, CFP®, EA

Zach Tekamp, CFP®, EA

TITLE:Vice President | Wealth Advisor

EMAIL: ztekamp@hwmgroup.com

PHONE: (757) 321-3725

As Vice President and Wealth Advisor for Heritage Wealth Management Group, Zach works directly with families to help them develop, clarify, and achieve their financial goals. He is a firm believer that money is simply a tool to fund the life you want to live, and every financial decision you make should be in alignment with what’s most important to you. Since joining the profession, his goal has always been to help people build lives they love with the resources they have. He treats his clients as thinking partners, arming them with the information they need to have the clarity to make decisions that are best for them. Zach specializes in helping high-income professionals retire early and lower their taxes throughout retirement.

Originally from Norfolk, Virginia, Zach graduated summa cum laude from Virginia Tech receiving a bachelor's degree in finance, with a concentration in financial planning. During his four years in Blacksburg, Zach was actively involved in the Financial Planning Association student chapter. Zach currently serves as a member of the Virginia Tech Pamplin College of Business Recent Alumni Board.

Zach received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. in June 2021. He is also a member of the Financial Planning Association of the National Capital Area. He continues to participate in local chapter events to stay educated on changes and improvements in the financial planning profession.

Zach currently serves on the Journal of Financial Planning's editorial review board. Knowledgeable in key areas of financial planning and financial services, the Journal's editorial review board members provide an essential evaluation of technical manuscripts that are considered for publication in the Journal's Contribution section.

Zach became an Enrolled Agent with the Internal Revenue Service in August 2021. An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation, and who is empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.

Outside of the office, Zach enjoys spending time with family, his girlfriend Mary Kate (and her golden retriever, Rudy), working on his golf game, and cheering on the Virginia Tech Hokies and New Jersey Devils.

Get in Touch With Zach Tekamp, CFP®,

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