Zachary Leonard, NSSA®, Certified Financial Fiduciary® (CF2®)
Holistic Wealth Advisor
Zachary Leonard is a dedicated financial planner in our Morehead City office at Wealth Management Strategies, Inc., a holistic financial planning firm focused on helping clients make thoughtful, well-coordinated financial decisions.
Zachary works closely with individuals and families to support retirement income planning, tax-aware strategies, investment management, and long-term planning within the firm’s Strategic Freedom Process™. Our approach emphasizes clarity, discipline, and understanding, helping clients feel confident in their decisions.
A proud graduate of NC State University, Zachary holds a Bachelor of Science in Accounting. "Go Pack!"
Zachary's expertise is demonstrated through his membership in the National Association of Certified Financial Fiduciaries (CF2®), reflecting his commitment to adhering to the highest fiduciary standards. This designation highlights his dedication to prioritizing clients' best interests and maintaining the utmost professionalism in financial services.
Zachary holds the following licenses and certifications:
- Life, Health, Medicare Supplement, and Long-Term Care Insurance Licenses
- Series 65 Securities License
- National Social Security Advisor (NSSA) Designation
- Bucket Plan Certified (BPC)
- Notary Public in the State of North Carolina
When he's not assisting clients, Zachary enjoys spending quality time at the beach with his wife and their three children.