Zachary Esplund in

Zachary Esplund

Inquirer · DISC type dc
Founder/CEO & Wealth Management Advisor at Physician's Wealth Solutions
📍 Greater St. Louis, United States

Zachary Esplund is the Founder and CEO of Physicians Wealth Solutions, where he specializes in comprehensive financial planning for medical professionals. He holds numerous certifications, including CFP®, ChFC®, and CAP®. Clients often describe him as honest, transparent, and an excellent teacher.

Zachary is a family-oriented professional who recently relocated to Scottsdale, Arizona, with his wife, Ashley, and their three children. The move was driven by a desire to create a better work-life balance, reflecting his personal commitment to family and well-being.

He is dedicated to making a profound impact in his clients lives, helping them achieve their goals and dreams.

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Experience
13 Years
Current Role
Founder/CEO & Wealth Management Advisor
Location
Greater St. Louis, United States
Personality Overview

How Zachary shows up

Judgemental
ROI Conscious
Hard To Convince

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Zachary cares about

Planning for Physicians
His entire practice is built around providing specialized, holistic financial planning and wealth management for physicians at all career stages.
Work-Life Balance
He recently moved his family and practice from Illinois to Scottsdale, Arizona, specifically to achieve a better work-life balance.
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Career

Work history

3-2012
Founder/CEO & Wealth Management Advisor
Physician's Wealth Solutions
1-2012
Financial Advisor
Northwestern Mutual - Physicians Nationwide
1-2012
Financial Advisor
Northwestern Mutual
In the press

Media appearances

Zachary Esplund - Physician's Wealth Solutions | Northwestern Mutual. Featured in Forbes
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Note From Our Founder – Zachary Esplund. Featured in Physician's Wealth Solutions (Northwestern Mutual)
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Education
2009 - 2011
Bachelor of Business Administration (BBA)
McKendree University
2007 - 2009
Associate of Arts and Sciences (A.A.S.)
Kaskaskia College
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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