Zachary Clifford, CFP®

Consultant | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Zachary Clifford is a wealth management financial advisor based in Wellesley, MA.

Zachary Clifford joined CAPTRUST in 2023 and serves as a consultant and relationship manager. He provides comprehensive wealth management and financial planning services to individuals and families, helping them build, manage, and preserve their wealth. He has been in the industry since 2017 and forms trusting and lasting relationships with the clients that he works with.

Zachary holds a Bachelor of Science degree in finance from Bentley University and a   Master of Science degree in financial planning from Bentley University McCallum Graduate School of Business. He also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).

Outside of the office, Zachary enjoys spending time with his family and friends and exploring Boston, as well as traveling, trying new restaurants and recipes, working out, and watching Boston sports.

Education

  • Bachelor of Science degree in finance from Bentley University
  • Master of Science degree in financial planning from Bentley University McCallum Graduate School of Business

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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