Heather Zack, JD, LLM, MSFP, CAP, Team Lead, Advanced Planning

Heather Zack is the team lead and an advanced planning consultant at Commonwealth. With the firm since 2011, she is a resource for affiliated advisors on issues involving estate, charitable, tax, and education planning. Heather has a JD from the University of San Diego. She earned her LLM in taxation with a focus on estate planning from Boston University and is currently pursuing her master’s in financial planning. She also holds a number of FINRA securities registrations.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.