Zach Jaro

Zachary R. Jaro

Senior Advisor, Wealth, CFP® · +1 (414) 777 5556
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Zachary Jaro is a senior wealth advisor with Baker Tilly Wealth Management, LLC. With years of experience in the industry, Zach provides fiduciary counsel and advisory services to individuals, families, executives, and business owners in the greater Milwaukee area. He brings a broad array of expertise in comprehensive wealth management and integrated planning.

As a CERTIFIED FINANCIAL PLANNER™, Zach provides customized investment solutions and designs holistic financial planning solutions to meet client’s goals and objectives.

  • Financial planning guidance that aids individuals and families through various life stages, including pre- and post-retirement and/or specific goal planning
  • Investment management that aligns with one’s risk tolerance and time horizon, through professional asset allocation construction, implementation, and ongoing oversight
  • Expert tax planning with integration to retirement and investment strategies, utilizing synergies that create cohesive and tax-efficient structure
  • Estate planning guidance that focuses on alignment of an individual’s planning goals and assists in asset mapping and movement

Location

Wisconsin

Education

CERTIFIED FINANCIAL PLANNER™

Northwestern University (Evanston, Illinois)

 

Bachelor of Business Administration in finance, emphasis in financial planning

University of Wisconsin-Whitewater