Practice Snapshot
How I Help:
Business Planning
Business Succession Planning
Financial Planning
Insurance Planning
Investment Strategies
Retirement Planning
Risk Management
Student Loan Refinancing
Wealth Accumulation
Who I Help:
- Individuals
- Families
- Business Owners
- Law Enforcement
- Educators
- Medical, Dental and Business Professionals
About Me:
Zachary Czaplicki is an investment adviser representative with Charter Oak Financial, whose proud history dates back to 1886. Whether he’s working with his clients in law enforcement, medical and dental professionals, business owners or individuals and families, Zach believes in the power of a plan. He specializes in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.
Prior to joining Charter Oak, Zach worked as a public safety officer for six years. He earned a bachelor’s degree in business administration at the University of Hartford.
Outside of the office, Zach enjoys hiking, bike riding, kayaking, baseball, golfing, and traveling with his family. Zach and his wife, Shelby, reside in Windsor, CT with their German shepherd, Kramer.
CRN202812-9935532
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
