Zachary Burd Email & Phone Number
Business Financial Advisor, CFP®, CRPC, CLTC @ Burd & Dalessandro Wealth Management
Zachary Burd's Location
Portland, ME, US
Zachary Burd's Work
- Business Financial Advisor, CFP®, CRPC, CLTC @ Burd & Dalessandro Wealth Management
- Financial Advisor | Business Financial Advisor, CFP®, CRPC, CLTC @ Burd, Dalessandro & Associates, A financial advisory practice of Ameriprise Fina
- Manager @ Financial Services Company
Zachary Burd's Education
- College for Financial Planning
Certified Financial Planner (Financial Planning)
2008 - 2012 - University of Vermont
Bachelors (Small Business, Animal Sciences)
1999 - 2003
Zachary Burd's Skills
- Management
- Investments
- Finance
- Customer Service
- Financial Services
- Wealth Management
- Sales
Zachary Burd's Summary
Zachary Burd, based in Portland, ME, US, is currently a Business Financial Advisor, CFP®, CRPC, CLTC at Burd & Dalessandro Wealth Management, bringing experience from previous roles at Burd, Dalessandro & Associates, A financial advisory practice of Ameriprise Fina and Ameriprise Financial. Zachary Burd holds a 2008 - 2012 Certified Financial Planner in Financial Planning @ College for Financial Planning. With a robust skill set that includes Management, Investments, Finance, Customer Service, Financial Services and more, Zachary Burd contributes valuable insights to the industry.
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