A Key Member of Our Team

Zach Geertsen

Zach Geertsen

Partner & Wealth Advisor
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Zach graduated from the University of Utah with a bachelors in Finance and is a CFP® professional. He has been working in the financial services industry since 2010 when he joined Fidelity Investments and joined Capita in 2021. His passion lies in working closely with individuals and families to obtain financial freedom and enjoy the money they’ve worked hard for throughout their career. He enjoys spending time with his wife and 3 kids. His favorite pastime is watching his kids pursue their extracurricular activities.
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!

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Guided Path 4-5 Taxes on Employee Stock Plans
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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2024  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.