50 Donald B. Dean Drive, Suite 1 South Portland , ME 04106

207.879.2352

Zachary “Zach” Lauzon serves as a financial advisor in our South Portland, Maine, office, where he focuses on retirement planning, business transition strategies, tax-efficient investing, and wealth transfer planning. A CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor® (CEPA®), Zach works closely with individuals, families, and business owners to help them navigate complex financial decisions with clarity and confidence.

Zach began his career with Richard Brothers Financial Advisors in 2012 and advanced to director of client relations before working at Savant in 2026 when it joined the firm. He takes a people-first, planning-focused approach to advising, helping clients address sophisticated financial matters such as executive compensation, portfolio management, cash flow planning, and business succession. His goal is to simplify complexity and provide clients with practical strategies that support long-term financial goals.

Zach earned a bachelor’s degree in accounting and finance, magna cum laude, from Saint Joseph’s College in Standish, Maine.

Active in his local community, Zach serves on the advisory board for the Northern York County YMCA. He lives in Biddeford, Maine, with his wife and two sons, where he enjoys spending summer days at Hills Beach, golfing, throwing the ball around the yard, and embracing all the fun that comes with raising two active boys.

Education &
Designations

Saint Joseph’s College
Bachelor of Business Administration in Accounting and Finance, magna cum laude
CERTIFIED FINANCIAL PLANNER® professional
Certified Exit Planning Advisor® (CEPA®)

Affiliations &
Community Service

Northern York County YMCA – advisory board member

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.

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