Zach Haire, CFP® in

Zach Haire, CFP®

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Senior Financial Planner at Boulay
📍 Eden Prairie, Minnesota, United States

Zach 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.

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Experience
3 Years
Current Role
Senior Financial Planner
Location
Eden Prairie, Minnesota, United States
Personality Overview

How Zach shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Zach cares about

Tax-Efficient Investing
He co-authors articles on using strategies like asset location to maximize investment returns and minimize tax liabilities for clients.
Holistic Financial Planning
Passionate about helping clients achieve their financial goals by integrating retirement planning, investment management, and tax strategies to provide peace of mind.
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Career

Work history

8-2025
Senior Financial Planner
Boulay
7-2024 - 7-2025
Financial Planner
Boulay
6-2023 - 7-2024
Associate Financial Planner
Boulay
6-2021 - 8-2022
Financial Advising Intern
Ameriprise Financial Services, LLC
8-2021 - 5-2022
Peer Minister
University of St. Thomas
In the press

Media appearances

Zach Haire, Financial Planner, has successfully passed the Certified Financial Planner® exam. Featured in Facebook (Boulay Group)
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Education
9-2019 - 5-2023
Bachelor's degree
University of St. Thomas - Opus College of Business
2015 - 2019
Education details unavailable
Breckenridge Senior High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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