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Zach

Lindemann

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picture of a planner

Here to act in your best interests

About me

I'm a dedicated financial planner who loves to educate my clients and help them achieve their financial goals. My entire family lives in Northern California, and even though I've lived and worked in California and Arizona, Northern California has always been my home. I’m happily married to my wife, Belinda, and we welcomed our first child, Lukas, in 2021.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Arts, Economics - University of Arizona

Visit one of our Locations

Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive

Suite 200

Elk Grove, CA 95758

San Francisco IV - San Rafael

3950 Civic Center Drive

Suite 315

San Rafael, CA 94903

Sacramento I - Roseville (East)

2901 Douglas Blvd

Suite 250

Roseville, CA 95661

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