Zachary Bullard, CFP^®

Designations and licenses

Zachary is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Zachary supports a wealth advisory team that provides clients with personalized wealth management to help them meet their needs and goals.

Prior to joining Mariner, Zachary was a wealth management analyst and associate portfolio manager at One Capital Management where he collaborated with lead advisors and clients to understand their financial profiles and goals to build holistic wealth forecasts and provide actionable recommendations. He also monitored and executed trades for client investment portfolios and contributed to firmwide research and analysis of market trends and macroeconomic data.

Zachary holds a bachelor’s degree in economics with a minor in financial planning from California Lutheran University.

Personal interests

Away from the office, Zachary enjoys travelling and visiting new places with his wife, cooking and trying new recipes and cheering on his favorite basketball, baseball and football teams.

Zachary’s Office

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.