Zachary Timm, RICP®
Investment Specialist | Financial Advisor
Zachary Timm is a seasoned Financial Advisor and Investment Specialist who brings nearly a decade of industry experience and a client-first mindset to his work. Since beginning his career at Foresters Financial in 2017, Zachary has built a diverse and dynamic foundation in financial planning, case design, and wealth management. After gaining valuable experience at Citizens Investment Services, he returned to Wealth Advisory Group LLC, where he now supports the firm’s Registered Representatives with investment strategies, sales support, and timely industry insights.
Zachary’s approach to financial advising is grounded in empathy, education, and clarity. He believes true financial health goes beyond account balances; it is about building confidence, accessible resources and income stability. His greatest motivation is helping clients transform stress into clarity through personalized financial planning.
As a mentor and leader, Zachary emphasizes collaboration, thoughtful guidance, and empowering others to discover their own strengths. He is proud to be part of a firm with strong leadership, a values-driven culture, and a proven process that enables new advisors to succeed early in their careers.
Outside of work, Zachary is an avid skier and lifelong guitarist. He enjoys connecting with new people and constantly expanding his professional network. One of his guiding philosophies is: don't stress about having everything perfectly planned; trust in the next step.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.