Zachary Lundak is a CFA, CFP-designated registered investment advisor at Barrett Fp LLC, based in Gretna, NE, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Barrett FP LLC provides hourly financial planning services. The initial engagement requires an upfront payment of $499. Returning clients are not required to pay in advance. All fees are billed directly to clients based on the scope of work.
Contact
Zachary Lundak
Location
Gretna, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barrett Fp LLC
Previous Registrations
Personal Capital Advisors Corporation
Hbe Wealth Management, LLC
State Registrations1 state
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Exams
Additional Information
As both a CFA Charterholder and CFP® professional with 10 years in financial planning and investments, I bring a unique institutional perspective to individual retirement planning. My experience spans from guiding millionaire pre-retirees through complex transitions to conducting due diligence and managing a $500 million bond portfolio for a large endowment fund.