Zack Czerwonky
CFP®
Providing purpose-based advice that aligns with what you care about most.
State(s) Licensed: AK, AL, AR Insurance Lic. #19152702, AZ, CA Insurance Lic. #4212010, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
11711 N Meridian St Ste 400
Carmel, IN 46032
Providing purpose-based advice that aligns with what you care about most.
State(s) Licensed: AK, AL, AR Insurance Lic. #19152702, AZ, CA Insurance Lic. #4212010, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
A straightforward, goals-first approach that turns your aspirations into an actionable financial plan.
Hi, I’m Zack Czerwonky, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary who always puts your interests first. Together with my dedicated team, we partner with you to design and implement a clear, personalized roadmap that brings confidence, clarity, and momentum to your financial life.
We believe money is a powerful tool meant to serve your life — not the other way around. Whether your vision includes more quality time with family, world travel, a dream retirement, the joy of being generously philanthropic, a lasting legacy for the next generation, a vacation home, or simply peace of mind, we translate those priorities into smart, coordinated strategies that make them real.
As your ongoing financial partner, we guide you through every critical area:
- Strengthening your current financial position
- Clarifying and prioritizing life goals
- Comprehensive wealth management and strategic investing aligned with your risk tolerance and timeline
- Comprehensive protection and risk management
- Tax-efficient planning
- Retirement income strategies built to last
- Thoughtful estate and wealth-transfer planning
- Business succession and executive compensation (when applicable)
Because true financial planning is a lifelong journey, we stay by your side — proactively reviewing, adjusting, and optimizing as your life evolves.
Work with a CERTIFIED FINANCIAL PLANNER™ professional and an experienced, fiduciary team committed to turning your most meaningful goals into reality.
Let’s get started — your future is waiting.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Carmel Office
- Phone:
- 317-494-2206
Hours
M – Th: 9 a.m. – 5 p.m.