Zachary R. Erskine, CFP®

Partner/Senior Wealth Advisor

NY: 585.203.1211 x102

DC: 202.536.2330 x102

Back To team list

Education

  • Rensselaer Polytechnic Institute, Dual Degree in Economics and Management Information Systems.
  • CFP® Professional Education Program

Cerifications

CERTIFIED FINANCIAL PLANNER™ practitioner

Zach is a partner at Seneca Financial Advisors and currently serves as a Senior Wealth Advisor. Zach began his career at Seneca Financial Advisors as a Financial Analyst.

As Partner and Senior Wealth Advisor with Seneca Financial Advisors, Zach provides financial planning and advisory services to emerging professionals and executives.  These services include income tax planning and compliance, employee benefits planning, retirement planning, estate planning, investment advisory, and portfolio management. In addition, he is a member of Seneca’s Investment Committee which directs overall investment policy, manager selection, and monitoring.