A Key Member of Our Team

Zach Geertsen

Zach Geertsen

Wealth Advisor
Zach has been working in the financial services industry since 2010 when he joined Fidelity Investments and joined Capita in 2021. He graduated from the University of Utah with a Bachelor of Arts in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys spending time with his wife and 3 kids. His favorite pastime is watching his kids pursue their extracurricular activities, mainly soccer and dance. His passion lies in working closely with individuals and families to obtain financial freedom and enjoy the money they’ve worked hard for throughout their career.
We are currently awaiting a BIO to be written and will update this page with this Capita member's bio shortly!
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