About

Zack LaFave

I help individuals, families, and business owners bring clarity and direction to their financial lives. My role is to help people make thoughtful decisions today so they can build the future they’re working toward tomorrow.

I offer comprehensive financial strategies or focus on specific areas of need, including investments, retirement planning, employee benefits, and business continuation strategies. Working alongside a network of experienced professionals, I help clients evaluate their options, create practical plans, and stay on track toward their financial goals.

Whether someone is planning for retirement, strengthening their business, or simply looking for a more coordinated approach to their finances, I aim to make complex financial topics easier to understand and act on.

I’m licensed to offer insurance and securities in NY, TN, and CA, and provide securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC. My goal is simple: help people move forward with greater confidence in their financial future.

www.charteroakfinancial.com