CFP®, ChFC®
Financial Advisor / Member Owner
My goal is to help someone feel more at ease about something that is typically a financial stress point, that can help free them up to spend more time with their family or focus on their occupations. For professors and doctors, this additional time/energy has the potential to go a long way to helping even more people.
Zachary “Zach” Meulemans serves as a financial advisor in Savant’s Middleton, Wisconsin, office, on the University Wealth Management team. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Zach helps individuals and families navigate retirement planning, income and estate tax strategies, wealth transfer, philanthropy, insurance reviews, debt management, and education funding.
Zach entered the financial services field in 2013 and previously worked as a financial professional at Prudential. He earned a bachelor’s degree in business and economics from Ripon College in Wisconsin.
Outside the office, Zach enjoys time with his wife Courtney, son Cooper, and daughter Clara. He likes watching sports, playing golf and basketball, and taking summer trips to Door County. Their dog, Wallie, is usually right by his side.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.