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Zachary Lewis Ameriprise Financial Advisor

Zachary Lewis

MBA, CFP®, CRPC®

Private Wealth Advisor

Managing Partner
Rally Point Wealth Management
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Interests

    I enjoy spending my free time with my wife, Victoria, and our sons, Griffin and Arthur. We currently reside in Avon Lake, Ohio. Our favorite thing to do as a family is go to the beach. In the summer time, we can often be found on or near Lake Erie!
    I like to stay active by working out each day and practicing martial arts. We also like to go on hikes and enjoy nature in the Cleveland Metroparks.
    I'm also a sports fan. My favorite teams are the Ohio State Buckeyes and all of the professional Cleveland teams.

Community participation

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Master of Business Administration, Case Western Reserve University, Cleveland, Ohio, 2020
  • Bachelor of Arts, Economics, Oberlin College, Oberlin, Ohio, 2005

Previous experience

  • United States Army, 1st Lieutenant, 2010-2014
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