Zach Overweg
Wealth Advisor
Zach O. brings a confident, client-focused approach to financial advising—grounded in integrity, professionalism, and a genuine desire to help others succeed. With a strong foundation in business and a passion for building meaningful relationships, Zach is committed to guiding clients through their financial journey with clarity and care. He joined Fullerton Financial Planning with a clear mission: to help people live the life they envision in retirement, and to be a trusted partner every step of the way.
When working with clients, Zach believes in starting with their why—uncovering the life they want to live in retirement and building a plan that helps make it a reality. For him, it’s not just about the numbers. It’s about the people, the relationships, and seeing clients enjoy the fruits of their lifelong hard work.
Zach deeply values being part of the Fullerton Financial team. The firm’s strong culture of values resonates with him, and he sees it in everything from how the team treats one another to how they serve their clients. That integrity and community-driven focus makes him proud to be part of something meaningful.
Outside of the office, Zach enjoys staying active, watching sports, and spending time with friends. One of his favorite things is going home to Michigan to visit family. He’s also involved in his church, attending services at NPHX Church, and strives to bring those same values of trust and authenticity into his work.
For Zach, financial advising isn’t just a profession—it’s a relationship. He wants clients to know they can trust him with their most important asset, and that they’ll always be more than just a number on a page.
Experience You Can Trust
Retirement is too important to trust to a generalist. That’s why for over 20 years, Fullerton Financial Planning has focused exclusively on helping people transition from work to retirement — and thrive throughout it. We’re not trying to be everything to everyone. We’re built to help you do one thing incredibly well: Turn your life savings into reliable income and lasting financial confidence.
Why Families Across Arizona Trust Fullerton
- Over 20 years helping Arizona retirees create income that lasts
- Trusted by more than 2,000 Arizona households — and growing
- Independent, fiduciary-based advice — no quotas, no product push
- Certified Financial Planner™ (CFP®) professionals on staff
- Regularly featured on ABC15, MoneyRadio, and financial education outlets
- Local, in-person service — no national call centers or rotating advisor teams
- Planning approach integrates investments, income, tax, Medicare, and legacy goals
- Collaborative relationships with CPAs, estate attorneys, and insurance professionals
- Focused on education-first guidance, not sales pitches or one-size-fits-all plans
- Supported by a dedicated client service team with a reputation for proactive care
“I was nervous about retiring — but they helped me see the whole picture and gave me confidence to move forward.”
— Mary J., Scottsdale
“They made a complicated plan feel simple. I wish we’d come here five years earlier.”
— Brian & Sandra T., Mesa
“They treated me like a person, not a portfolio. I never felt pressured — just supported.”
— Teresa D., Chandler
“Our old advisor never talked about income or taxes — this team gave us a plan we could actually live on.”
— Kevin M., Sun City
The Fullerton Family
Standing Strong For Clients.
Stepping Up For the Community.
