Zach Hamilton, CFP® in

Zach Hamilton, CFP®

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Marketing Intern at Cannon Beach Conference Center
📍 Bellevue, Washington, United States

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”.

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Experience
1 Years
Current Role
Marketing Intern
Location
Bellevue, Washington, 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

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.
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Career

Work history

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

Media appearances

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