Zak Gardezy CFP® brings nearly a decade of diverse experience in the financial services industry, specializing in providing custom-tailored investment management, and in-depth financial planning for high-net worth individuals, families, and business owners. At Wealthstone, he prioritizes understanding each client's unique needs, family dynamics, and financial aspirations. Zak is committed to creating tailored financial plans that accommodate the varied life and financial situations of his clients, including Corporate Executives, Business Owners, Retirees, Affluent Families, Medical Professionals, and successful young professionals.

Leveraging modern, advanced technology from some of the industry’s leading providers, and the investment resources provided by our firm's custodian, Charles Schwab, Zak offers comprehensive portfolio risk reports, advanced market insights, active portfolio monitoring, and in-depth financial planning services. Additionally, Zak leverages his in-depth knowledge of the private markets to educate qualified clients on the value of adding alternative investments, such as, private equity, to their portfolios.

Zak Gardezy holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification, having completed the CFP® education curriculum at the Boston Institute of Finance, passing a rigorous 6-hour exam, meeting the CFP Board’s experience requirements, and passing their background check. His education covered Estate Planning, Tax, Insurance, Retirement Planning, Portfolio Management, and Personal Finance. With a solid foundation in financial planning, Zak guides his clients through complex topics in an easily understandable and engaging manner.

He earned his B.A. in Political Science from Arizona State University’s School of Politics and Global Studies and is an MBA candidate at USC Marshall's School of Business. His strong foundation in Finance and Global Politics enables Zak to analyze the decisions shaping our world today, along with their impact on client portfolios and long-term financial plans.

Furthermore, Zak Gardezy has spoken publicly on topics related to equity compensation planning, specializing in helping individuals navigate the complexities of their equity compensation structures, taxation, and investment strategies. He has advised stock-plan participants from numerous Fortune 100 companies.

Outside of work, Zak Gardezy enjoys spending time with his family and friends, traveling, exploring new restaurants, playing golf, and simply enjoying quality time at home.

In addition to his finance expertise, Zak Gardezy is a self-proclaimed espresso aficionado, having delved into the nuances of espresso, from bean variations and roasting times to the precision in coffee-ground weight per shot, tamp pressure, yield, water quality, milk types, and latte art. Making a perfect latte is a blend of practice, education, and passion.