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Biography

Zach is a Principal in the Cincinnati North office where he provides comprehensive financial planning and investment management services to private and institutional clients. His disciplines include personal financial planning, tax planning, risk management, and alternative investments.

Prior to joining Cerity Partners, Zach served as a Senior Financial Advisor at ARGI Financial Group. Additionally, he worked as a Wealth Advisor for a local independent financial planning firm in Dayton Ohio.

Education

  • B.S. in Financial Services from Wright State University
  • B.S. in Investments from Wright State University
  • B.S. in Accounting from Wright State University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management AdvisorSM
  • Board Member at the Hope Rising Pregnancy Center

Latest Insights

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Zach Woodward

Executive Financial Counseling

The Taxation of Restricted Stock Units

Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as normal shares with tax implications during sale.

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Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

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.

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

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Paul Chmielewski

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Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

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Investing

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Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

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Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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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.