Zach Tobey

Zach Tobey’s journey into financial advising is deeply intertwined with his personal background and a strong sense of community. During his upbringing, Zach quickly noticed that conversations about investing and financial planning were rare in his early years. This realization ignited a passion within him to learn about financial planning and to share that knowledge with others who, like him, may not have grown up with such guidance. His decision to pursue a career as a financial advisor is rooted in his genuine desire to teach and empower individuals on their own financial journeys.

Zach holds an Associate of Arts degree with a specialized focus on economics, reflecting his dedication to professional growth and expertise in the financial field. Additionally, he is a licensed Series 65 advisor, further demonstrating his qualifications to provide expert advice. Zach’s path at Fullerton Financial began as an apprentice, where he gained invaluable experience learning from Steve and Stephanie Fullerton. Immersing himself in their comprehensive approach to financial and retirement planning has significantly shaped his philosophy as an advisor today.

Zach’s approach to financial advising is grounded in a simple yet powerful principle: always prioritize the well-being of each individual. He ensures that his clients’ unique needs, goals, and dreams guide every recommendation and decision he makes. His particular focus on retirement planning reflects his commitment to helping clients navigate this critical phase of life, tailoring his advice to address both the challenges and opportunities that come with it. Zach is a dedicated learner, consistently staying up to date with market trends and financial products to better serve his clients.

Outside of his role at Fullerton Financial, Zach remains active in his community through his church involvement. In his free time, he enjoys outdoor activities, which help him maintain a balanced and focused approach to his work as a financial advisor. With his genuine passion for supporting others, Zach is a valuable asset to the Fullerton Financial team, helping clients achieve financial peace of mind and long-term success.