8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Fee-only, comprehensive financial planning based in Indianapolis, Indiana.

317-731-5615 |  info@elserfp.com

8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Zachary Giles

As a financial planning associate, Zach assists financial planners with meeting preparation and agenda production, aids in research projects, and ensures clients receive excellent service. While Zach’s education and experience originated in the fields of English and writing, Zach made an early career change with the focus of applying his teaching experience to the world of financial planning. His motivations involve promoting financial awareness in all age groups and cultivating lasting relationships with those he serves.

Zach is currently studying to sit for the CERTIFIED FINANCIAL PLANNER™ exam this year.

 

Education

  • Southern New Hampshire University, (M.A. English and Creative Writing, 2020)
  • Pensacola Christian College, (B.S. English Education, 2018)

Employment History

  • Financial Planning Associate, Elser Financial Planning, Inc. (2022 – present)
  • Specialist, High Net Worth, Charles Schwab & Co., Inc. (2021 – 2022)
  • Financial Services Professional, Broker, Charles Schwab & Co., Inc. (2020 – 2021)
  • English Language Arts Teacher, Franklin Township Middle School East (2019 – 2020)
  • English Language Arts Teacher, Anderson Preparatory Academy (2018 – 2019)

zach@elserfp.com

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