About

Zach Ciampa brings 10 years of comprehensive experience in the financial services industry. His journey started at Fidelity Investments, where his focus was on investment planning. Subsequently, he enriched his skills during his time at Charles Schwab before contributing his insights as a financial planner at John Hancock. Through these experiences, Zach has honed his expertise to guide clients toward their financial goals.

Zach is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Behavioral Finance Advisor™ . These certifications underscore his commitment to upholding the highest standards of professionalism and ethics. As a fiduciary, he ensures that clients receive advice which aligns with their best interests. Zach also earned his Bachelor's degree in Communications, with a minor in business, from Arizona State University. 

Want to speak with Zach?

Email: ZCiampa@wincapfinancial.com

Phone: (978)-729-5904

Book an online meeting: Calendly Link