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Capital Formation Group, Inc.
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Capital Formation Group, Inc.

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Zach Hurst

CFP, Financial/Estate Planning, Valmark Financial Group

ZACH HURST, CFP®

Zach Hurst is the Director of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing and implementation of Valmark's unique financial planning processes. He oversees a team that assists with accumulation, income distribution and legacy planning through various processes designed to best meet the unique needs of clients.  Mr. Hurst earned a BSBA in Financial Services from The University of Akron, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds Series 7, 24 and 66 registrations. Additionally, he holds Ohio Life, Health, Accident and Variable Life Insurance licenses and is a Chartered Life Underwriter® (CLU®). In 2014, he was recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron's Finance Advisory Board. Mr. Hurst has also presented on financial planning topics at Valmark's Member Summit, as well as at various College of Business courses and panels with the University of Akron. He has been quoted in an Investment News article titled, “What Advisors Need to Know About Popular Long-Term-Care Products.”

Disclosure & Disclaimers

Securities through Valmark Securities, Inc., Member FINRA/SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333 (800) 765.5201. Advisory services offered through Valmark Advisers, Inc., an SEC-Registered Investment Advisor. Capital Formation Group, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers Inc.

Consult your tax professional for advice. Information provided as an incidental service to our business as  insurance professionals, financial planners, investment advisor and securities broker.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This material is being provided for informational purposes and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such.

 
 
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Check the background of this financial professional on FINRA's BrokerCheck