Zac Pohlenz
CFP®
Clayton Wealth Partners
Associate Wealth Advisor
Zac Pohlenz
CFP®
Clayton Wealth Partners
Associate Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Zac Pohlenz, CFP®
Fee-Only financial planner located in Topeka, KS, serving clients locally and across the country
Zac Pohlenz is a Topeka, KS fee-only financial advisor serving clients locally and across the country. Clayton Wealth Partners provides comprehensive wealth management including asset management, tax planning, and estate planning to help individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Zac Pohlenz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Zac Pohlenz realized that personal financial planning would be his career during his freshman year in college. He already had an aptitude for personal finance, and he had a passion for making connections and helping people. When he discovered the financial planning profession, he immediately knew that it was a natural fit. This led Zac to pursue a degree in Personal Financial Planning from Kansas State University.
Today, as an Associate Wealth Advisor, Zac assists our senior planners by preparing for and attending client meetings, completing follow-up items, and maintaining client communications. Zac works everyday to help clients reach their personal financial goals, and finds it satisfying to know that he has helped someone gain a new perspective that can help change their life.
A Topeka resident, Zac and his wife are busy raising their young family. In his free time, Zac plays guitar, hikes, and gardens. He has recently taken up woodworking and is a fan of Thai food, especially curry.
Education
BS, Personal Financial Planning, Kansas State University
Zac Pohlenz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Clayton Wealth Partners, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors.
Since 1984, our Topeka-based Registered Investment Advisory firm has been serving individuals and institutions throughout Kansas, including Lawrence, Dodge City, and Hays. We serve as life consultants and seek to be the advisors you turn to whenever you have a financial question, no matter how big or small.
Our advisors have combined deep experience with highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ designation, to better serve you as we work to bring clarity to your financial options and achieve your goals.
As fee-only financial planners, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our fiduciary responsibility is not limited to only certain types of investment accounts. It applies to everything we do for you. Always.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Zac Pohlenz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Zac Pohlenz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Zac Pohlenz is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Zac Pohlenz is Feature in TK Business Magazine: "Clayton Wealth Partners’ Zac Pohlenz Is Awarded CFP(R) Certification"
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Zac Pohlenz is Featured in the Lawrence Business Beat: "Clayton Wealth Partners Names Associate Wealth Advisor"
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Zac Pohlenz is Featured in CJ Online: "It’s Your Business" Section
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Clayton Wealth Partners is a Member of The Chamber of Lawrence, Kansas
Contact Zac Pohlenz
Office Locations:
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716 S Kansas Ave
Topeka, KS 66603
