ZacHersman, CFP®, CPFA®, CDFA®, CEPA, AIF®
Certified Financial Planner™
Joining the team in July of 2016, Zac brings a competitive spirit and disciplined approach to The Americas Group. Being a second generation financial advisor, Zac understands the importance of financial literacy and enjoys educating the next generation of wealth, while having a strong emphasis on transparency.
In his role, Zac is a center of influence for clients by actively coordinating with other professionals in their respective areas of expertise to provide proper financial planning, including but not limited to insurance, tax, and estate planning. Additionally, Zac focuses on the specific needs of business owners and professionals, from exploring the benefits of employer-sponsored retirement plans to preparing to sell or transition for their next act of life. In an effort to maintain the industry’s highest standards, Zac holds the following designations:
- Certified Financial Planner™ / CFP Board
- Certified Plan Fiduciary Advisory / NAPA
- Certified Divorce Financial Analyst® / IDFA
- Certified Exit Planning Advisory / EPI
- Accredited Investment Fiduciary® / fi360.
Prior to onboarding, Zac obtained his MBA at the College of Charleston in Charleston, South Carolina and his BA in Economics from Emory University in Atlanta, Georgia. Presently, he is an active member of the Young Professionals of the Americas (YPA), which provides a platform for young professionals to connect around the latest trends in the Americas. In his spare time, Zac is an avid tennis and pickleball player and resides in Boca Raton with his wife and two boys.
Raymond James is not affiliated with any of the organizations mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.