A Key Member of Our Team

Zacc Call

Zacc Call

President and Managing Partner
Soccer
Mountain Biking
Packing Cubes
Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!
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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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