Zackery Bertrand, Financial Planner
Zackery started his career in the financial industry in 2016 as an intern, and stepped into the official role of financial planner later that year. Prior to entering the financial field, Zackery worked in the mortgage industry, both as a processor and a loan officer. But when a family friend who works at Lincoln Financial Advisors introduced him to financial planning, he saw it as a way to help clients in many more ways than he could in the mortgage industry. So, he made the career change and hasn’t looked back.
Zackery loves to help clients achieve a sense of understanding and a sense of confidence when it comes to their finances, and is passionate about educating his clients on their finances. His greatest joys in his career come when a client walks away with a better understanding of what they need to do to meet their financial goals, or with the confidence that their future is financially secure.
He attended the University of California at San Diego, where he received a BS in Psychology, prior to completing an MS in Personal Financial Planning, which he received in 2021. He has also received his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) certification. Zackery specializes in guiding his clients through estate planning strategies, retirement planning, and tax reduction strategies as part of a comprehensive financial plan.
Zackery lives in San Diego with his wife, Kylie, and their dog, Lancelot. They enjoy spending time at home together playing board games, reading, and doing puzzles. They also stay active and participate in sports; Zackery enjoys playing soccer in the beautiful San Diego weather. He’s recently started exploring his own kitchen a bit more, and has taken an interest in cooking and baking—especially baking desserts. Kylie and Zackery love to travel together as well, and try to plan a trip to another country at least once a year.
Zackery is active in the Financial Planning Association of San Diego, where he enjoys learning more about the financial industry and seeing how other advisors serve their clients. He is also part of The Resource Group, an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors, and he volunteers for Just In Time, an organization dedicated to helping adults previously in the foster care system.
To begin reviewing your current financial situation and planning to meet your goals, contact Zackery at (619) 543-9995.