Zachary R. Erskine, CFP®

Zachary Erskine is a Partner and serves as a Senior Wealth Advisor for Seneca Financial Advisors. Mr. Erskine began his career at Seneca Financial Advisors as a Financial Analyst. He 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. As a member of Seneca’s Investment Committee, Mr. Erskine is also responsible for assisting with the development and implementation of the firm’s investment strategy, prepares various financial planning and investment analysis.

Education:

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

Certifications:

CERTIFIED FINANCIAL PLANNER™ practitioner