Back to All People

Zac Cravez, CFP®

Associate

Wheaton

Client Advisory

Biography

Zac is an Associate in the Wheaton office. He is a member of the Wealth Management team, providing holistic financial planning and personalized guidance to retirees and younger professionals by turning complex strategies into easy to digest concepts. Zac develops tailored strategies that help clients pursue their life goals through retirement planning, tax strategy, and investment management. 

Prior to joining Cerity Partners, Zac worked as a Financial Advisor for Edge Financial Advisors where he devised and implemented comprehensive financial plans for high-net worth individuals and families. Zac was previously employed by Bank of America Merrill Lynch as a Financial Solutions Advisor. 

In his spare time, Zac enjoys playing golf, reading, and spending time with family. 

Learn more about my practice.

Education

  • B.S. in Finance from the Kelley School of Business at Indiana University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Previous Executive Secretary of 1430 Philanthropies: Tex’s BBQ

Request an Introduction to Zac Cravez

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace

Partner & Chief Economist

Individuals and Families

Notable Liquidity Trends in the Pre-IPO Market

February 24, 2026 - One of the more interesting trends in the private markets space over the last 10 to 15 years is the increasing democratization of investment products…

Paul Chmielewski

Partner

Estate Planning

Integrating Opportunity Zone Investments and Estate Planning

February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here