Zach Heath, CFP^®

Wealth Advisor

Zach joined Aveo Capital Partners in the spring of 2021 with a team-oriented, client-first approach to private wealth management. As a Wealth Advisor, he provides tailored and comprehensive financial guidance designed to help clients cultivate, safeguard, and seamlessly transfer their wealth to future generations or philanthropic causes. With a deep commitment to understanding each client’s unique needs and aspirations, he strives to ensure their financial well-being and legacy are intently managed and preserved. Zach subscribes to the ‘Routine of Right’, which is the foundation of his core values: respect, accountability, integrity, loyalty, and stewardship.

Education

Zach obtained his CFP^® certification in November 2022. He graduated from the Monfort College of Business at the University of Northern Colorado (UNC) in 2018, where he earned his Bachelor of Science in finance. Zach was a right-handed pitcher for the UNC Bears.

Personal

Zach has spent his entire life in the beautiful state of Colorado. He currently lives in Castle Rock with his wife, Emily; kids, Hudson & Ivy; and French Bulldog, Leonardo. During his free time, Zach enjoys playing the frustrating sport of golf, rooting for the even more frustrating Rockies, and proudly supporting the Broncos, Avalanche, and Nuggets.