Zachary Meissner

Vice President, Pacific Capital Resource Group
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Zachary Meissner

Zach was born and raised in Seattle, Washington and attended the University of Washington Foster School of Business for his undergraduate education. Over the course of his career, he’s earned Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified Financial PlannerTM (CFP®) designations.

Zach’s practice focuses primarily on serving the needs of Pacific Northwest surgeons, small business owners, and affluent families, helping with areas such as retirement planning, estate planning, college funding, insurance, professional money management, and executive planning.* His areas of specialization include advanced tax sheltering strategies for highly compensated individuals, risk management and efficient business succession planning, and individual estate and wealth transfer planning.

Zach maintains involvement in his collegiate fraternity, Sigma Phi Epsilon, serving in a mentorship role for undergraduates on the alumni board. He is also an active member of the Free and Accepted Masons of Washington and the University of Washington Alumni Association. Zach and his wife Jennifer live in Greenlake, WA.

*Securities and investment advisory services offered exclusively through HTK.

Stories by Zachary Meissner

Tax-efficient Transition Planning for Family-owned Businesses

By Zachary Meissner | November 20, 2018

Even if a family-owned business has a strategic transition plan in place, there are a variety of ways that unforeseen tax implications can disrupt a successful transition.

10 Financial Things To Do Before You’re 40

By Zachary Meissner | March 1, 2016

There truly are some important financial things you should do before you turn 40. There is a good reason for this: At age 40, you are still relatively young and healthy, and time is on your side.