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Zach Rumpke, CRPC®

Wealth Advisor

Zach Rumpke

Zach Rumpke is a Wealth Advisor at Quotient Wealth Partners, dedicated to helping clients achieve their financial goals. Zach helps create strong, customized financial plans designed to achieve both near-term and long-term goals. He also specializes in equity compensation, providing strategic tax planning and risk assessment to help clients maximize the value of their equity awards. Zach holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a Registered Investment Adviser. He brings four years of experience in the financial services and wealth management industry, previously working as a Workplace Planning Consultant at a large brokerage firm.

Outside the office, Zach is a member of the Littleton Scots Rugby Club in Littleton, CO. He enjoys skiing, cheering on Cincinnati sports teams, and visiting his family in Cincinnati a few times a year.

Contact Information

Phone:

(720) 383-6132

Email

zach.rumpke@quotientwealth.com

CRPC® – Chartered Retirement Planning Counselor

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals.  Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.

Ready to start planning for your best life?