Zack DiSette

As a Financial Advisor, Zack has a passion in working with families and businesses owners who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships and providing comprehensive wealth management strategies to achieve his client’s financial freedom goals. 

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Being a part of a large team within Infinitas gives him and his colleagues many resources when it comes to their clients’ comprehensive financial plans. The team is made up of senior advisors who have 30+ years of experience, young advisors who are building robust networks of professionals, and other connections to help manage the professional aspects of client needs. 

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Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. He currently holds the CPWA® designation which is an advanced program for advisors that specialize in serving the high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. He also holds the AIF® designation that signifies a specialized knowledge of fiduciary standards of care and its application. 

 

Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife, Natalie, have one daughter named Camille. They enjoy playing golf and taking weekend trips to Grand Lake in the summers.