Heather Zack, JD, LLM, MSFP, CAP, Manager, Advanced Planning

Heather Zack is the manager of advanced planning at Commonwealth. With the firm since 2011, she leads a team of consultants dedicated to supporting affiliated advisors on issues involving estate, charitable, tax, social security, and education planning. She also sits on the board of Commonwealth Cares, the firm's 501(c)(3) charity. Heather earned her MS in financial planning from Bentley University; an LLM in taxation with a concentration in estate planning from Boston University; and a JD with a concentration in corporate and securities law from the University of San Diego. She also holds a number of FINRA securities registrations.
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