Back to All People

Zach Carver, CPA, CFP®

Senior Principal

Raleigh

Client Advisory

Biography

Zach is a Senior Principal, Tax Advisor in the Raleigh office. He is a member of the Raleigh tax team providing tax services for clients, such as tax planning and compliance for businesses and individuals with complex tax situations.  

Prior to joining Cerity Partners, Zach worked as the Director of Tax Services for Cook Wealth, where he advised on complex tax compliance and planning matters, and led their growing tax practice.  

Education

  • B.S. in Accounting from North Carolina Wesleyan University
  • M.S. in Accounting from Emporia State University

Highlights

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER®
  • AICPA Leadership Academy Graduate

Request an Introduction to Zach Carver

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 an Expert 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 and life goals and match you with the advisor most well suited to help.

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

Where are your liquid assets held?

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

Alexander Dyumin and Joseph Matus

Economic and Market Outlooks

What’s on Our Minds This Week?

April 28, 2025 - Diversification has long helped manage portfolio risk, but recent inflation and fiscal challenges reveal the limitations of the traditional 60/40 stock-bond portfolio and the need…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains

April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market.

Individuals and Families

Financial Planning Opportunities in a Down Market

April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.