Zack Brewer, CFP^®

IAR, RSSA^®

Financial Planner

McBeath Financial Group

203 Landmark Dr, Suite A
Normal, IL 61761

FINANCIAL ADVISOR'S WEBSITE

www.mcbeathfinancialgroup.com

(309) 808-2224

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee based

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$300,000

My Links

McBeath Financial Group Website

McBeath Financial Group Team

General

Zack Brewer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McBeath Financial Group in Normal, IL and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™, Zack's commitment to his clients' financial goals is evident in his personalized advice, comprehensive planning, and his depth of expertise in various areas of wealth management. Zack began his financial services career in 2013 and earned his prestigious CERTIFIED FINANCIAL PLANNER™ certification in 2019. Demonstrating his dedication to continuous learning and professional development, he also achieved the designation of Registered Social Security Analyst® in 2023. A proud alumnus of DePaul University in Chicago, Zack's credentials extend beyond his academic and professional achievements. He is a devoted husband to Jenna and a loving father to their children, Bennett and Grace. Zack and his family are active contributors to their local community in Normal, IL, where they volunteer with their church and several local charities, including Home Sweet Home Ministries and Midwest Food Bank.

Financial Advisor Experience

Zack brings a robust background to the McBeath Financial Group team, having been a highly regarded member of the wealth management team at a prominent Bloomington Normal regional bank for nearly a decade prior to joining the McBeath Financial Group team

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - RSSA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Sudden Wealth, Men's Finances, Women's Finances