(586) 226-2100
Summit Financial Consulting, LLC
Portrait of Zachary A. Bachner, CFP®, Advisor | Director of Financial Planning at Summit Financial Consulting

Zachary A. Bachner, CFP®

Advisor | Director of Financial Planning

Zach is responsible for the bulk of the financial planning, investment analysis, and solution recommendations for our office. He graduated with honors from Central Michigan University in May of 2017 with a double major in Finance and Personal Financial Planning. He is series 65 licensed, holds many other licenses, and is also a CERTIFIED FINANCIAL PLANNER. Nowadays, Zach enjoys spending time with his wife, Allison, and their growing family. They love to travel, hike, and explore new places together! Fun Fact: He was the captain of the CMU Club Dodgeball team, which led his team to three consecutive national title games while earning two All-American awards.

Education

Central Michigan University with Honors - Finance & Personal Financial Planning

Experience & Certifications

8 Years Experience

  • • CFP®

Ready to Work with Zachary?

Schedule a consultation to discuss your financial goals.

Schedule Consultation
← Back to Our Team
Summit Financial Consulting LLC

Summit Financial Consulting LLC

Working With People You Trust.

Your trusted partner for comprehensive financial planning and wealth management in Southeast Michigan.

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: (586) 226-2100
Fax: (586) 226-3584
info@summitfc.net
Mon-Fri: 9:00 AM - 5:00 PM

© 2026 Summit Financial Consulting LLC. All rights reserved.

Privacy PolicyADV Part 2

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.