Zach Hamilton, CFP®

Supporter
DISC Type : s

Marketing Intern at Cannon Beach Conference Center

Bellevue, Washington, United States

Overview

Zach Hamilton is a Partner and Certified Financial Planner (CFP®) at Alterra Advisors, specializing in personalized wealth management. Inspired by his familys financial background, he earned his BA from Gonzaga Universitys School of Business Administration and holds a Certified Wealth Confidant certification.

Outside of work, Zach is a dedicated family man who enjoys spending time with his wife, son, and their golden retriever. He is a passionate Gonzaga basketball and Seahawks football fan. His commitment to community is shown through his long-term volunteer work as a Young Life Leader.

His passion for finance comes from his grandfather (an insurance agent) and father (an investment manager), who spoke different financial “dialects”.

Personality Overview

Risk-averse

Social Proof Driven

Slow To Decisions

They prefer to follow rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Wealth Management
As a partner at an independent wealth management firm, he focuses on creating unique and personalized plans for entrepreneurs, business owners, and retirees.
Financial Planning
He has a stated passion for financial planning and translating confusing financial information into clear guidance for his clients.
Youth Mentorship
Serves as a volunteer leader for Young Life and has past experience as a youth mentor, showing a consistent dedication to helping young people.

Media Appearances

Zach has no verified media appearances

Work History

6-2011 - 8-2011
Marketing Intern at Cannon Beach Conference Center
8-2010 - 2-2018
Young Life Leader at Young Life
6-2010 - 8-2011
Program Staff Youth Mentor at Cannon Beach Conference Center
8-2009 - 5-2010
Resident Assistant at Gonzaga University
Financial Advisor | Partner at Alterra Advisors

Education

2008 - 2012
School of Business Administration from Gonzaga University
2008 - 2012
BA from Gonzaga University - School of Business Administration

More Information

Social Presence :

Prographics :

Exp : 1 Location : Bellevue, Washington, United States Job Level : N/A Designation : Marketing Intern at Cannon Beach Conference Center
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Show willingness to accommodating their needs or requests
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • If possible, connect them to existing customers

DONT's

  • Don’t rush them to make quick decisions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Zach

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Zach take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Zach

Personality Compatibility


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