Zach Haire, CFP®
Examiner · DISC type csZach Haire is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Financial Planner at Boulay. He focuses on building long-term client relationships through retirement planning, investment management, and tax strategies. He graduated Summa Cum Laude in Finance and Catholic Studies from the University of St. Thomas.
His passion for community and relationship-building was evident during his time as a Peer Minister at university, an experience he described as transformative. This focus on creating meaningful connections and providing guidance carries through from his personal commitments to his professional approach with clients and their families.
Unique Fact: Zach graduated with a 3. 99 GPA, showcasing exceptional academic dedication and excellence in his field.
Read the full overview →How Zach shows up
They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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