Zach Gray, Investment Adviser
Zach Gray is an Investment Adviser Representative and founder of Rooted Wealth Advisors. He holds Series 6, 63 and 65 securities registrations as well as property/casualty and life/health insurance licenses in Illinois, Indiana and Missouri. He recently earned his Chartered Retirement Planning Counselor designation from the College of Financial Planning. Gray received a bachelor's degree in education from the University of Illinois, where he played football for the Fighting Illini, and now resides in rural Illinois with his wife, Jenna, and daughter, Roh.
Phone: 866.766.8332 | E-mail: zachgray@rootedretirement.com | Website: www.rootedretirement.com
Latest articles by Zach Gray, Investment Adviser
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Does Life Insurance Deserve a Place in Your Retirement Portfolio?
retirement For many people, it could be worth looking into. But make sure you understand the pros and cons, what you’re paying and what you’re getting for that money.
By Zach Gray, Investment Adviser Published
retirement -
To Help Avoid a Tax Surprise, Diversify Your Retirement Accounts
retirement Putting all your eggs into baskets of 401(k)s and IRAs could cost you down the road.
By Zach Gray, Investment Adviser Published
retirement