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Zack Sadler, CFA®

Zack Sadler, CFA®

Financial Advisor

  • Niceville, FL
  • The Count of Monte Cristo | The Departed
  • My wife, friends, dad, and Teddy Roosevelt
  • Enjoy yourself, it’s later than you think.
  • Sense of humor, honesty, and courage

Financial Advisors

Zack is a retirement plan advisor who works out of the Atlanta, GA office.

Zack serves as a financial advisor responsible for providing holistic, independent retirement plan advisory services to fiduciaries at some of the nations’ most distinguished corporations. Zack became part of CAPTRUST in 2019 and has been in the industry for nearly two decades, getting his start as an intern for Arthur Andersen in 2001. Prior to joining CAPTRUST, Zack was FiduciaryVest’s Atlanta-based office leader and a partner in the firm. 

When he’s not with clients, Zack loves to cook for his wife, Paula, and their two sons. He also enjoys exercising his passion for Brazilian jiu jitsu.


  • Bachelor of Science in finance from the University of Florida

Industry Designations

  • Chartered Financial Analyst®

Awards & Recognition

  • Barron’s Top 50 Institutional Consulting Teams | 2020 (Team Atlanta Perimeter)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Atlanta)
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