Zach Heath, CFP®
Associate Wealth Advisor
Zach joined Aveo Capital Partners in the spring of 2021 with a team-oriented, client-first approach to private-wealth management. As an Associate Wealth Advisor, he constructs financial plans, engages in client meetings, and provides support to Aveo’s clients and senior advisors. Previously, Zach worked as a Senior Analyst at Innovest Portfolio Solutions, where his team was primarily responsible for sourcing investment ideas and optimizing asset allocation models. Zach subscribes to the ‘Routine of Right’, which is the foundation of his core values: stewardship, accountability, integrity, loyalty, and respect.
Zach obtained his CFP® certification in November 2022. He graduated from the Monfort College of Business at the University of Northern Colorado (UNC) in 2018, where he earned his Bachelor of Science in finance. Zach was a right-handed pitcher for the UNC Bears and earned WAC All-Academic honors throughout his four-year career.
Zach has spent his entire life in the beautiful state of Colorado. He currently lives in Castle Rock with his wife, Emily; son, Hudson; and French Bulldog, Leonardo. During his free time, Zach enjoys playing the frustrating sport of golf, rooting for the even more frustrating Rockies, and proudly supporting the Broncos, Avalanche, and Nuggets.