Zack Hubbard
Director of Financial PlanningZack is the Director of Financial Planning with the Sargent Investment Group. Prior to joining SIG, he served as the Director of Financial Planning & Participant Engagement at a $6.8 billion Independent Wealth Management Firm in Baltimore, Maryland. There he built the firm’s centralized financial planning offering for clients, developed a training program for new financial planners, and led the firm’s employee financial wellness platform. He also participated in a numerous industry-leading podcasts and speaking engagements focused on Financial Planning.
Zack started his career in wealth management at RBC Wealth Management, where he served in a variety of roles. Zack graduated from the University of Maryland Global Campus with a degree in Finance and a concentration in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and is actively involved with the National Association of Personal Financial Advisors (NAPFA), the leading professional organization for fee-only financial advisors. Zack was born and raised in Howard County, Maryland, and currently resides in Westminster with his wife and two children.