John B. Zachary
John B. Zachary – CFP®, CRC®
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Retirement Counselor®
Email: [email protected]
North Carolina Life Insurance Agent
North Carolina Accident & Health or Sickness Agent
As a wealth advisor at Pathfinder, John works closely with folks who are planning for their future, helping them stay on their financial path. He also specializes in developing financial plans and investment strategies for the second generation and younger families. John has been a part of the Pathfinder team for more than 10 years, serving various roles in both planning and investments for our clients. Having obtained his CERTIFIED FINANCIAL PLANNER™ professional designation in 2012, John acquired extensive knowledge and experience in comprehensive financial planning. He also acquired his Certified Retirement Counselor designation in 2020.
John graduated from the University of North Carolina Wilmington in May 2009 with a BS in finance and management. Throughout his college career, John worked for Harris Teeter as an accounting assistant and customer service clerk in the accounting department. He also previously owned and operated his own business—an online retail store that sold sporting apparel and accessories. John is a member of the Financial Planning Association (FPA), the Surfrider Foundation, and the Appalachian Trail Conservancy. John is a recipient of the 2019 Wilmington 40 Under 40 Award and is an alumnus of the 2016-2017 class of Leadership Wilmington through the Wilmington Chamber of Commerce.
John is one of the rare Wilmington residents who was born and has lived here his entire life—he loves all the things that this area has to offer. John is very close to his family, who all still live in Wilmington, including his mother; his twin brother, Chris; older brother, Billy; younger brother, Parker; and sister, Rachel. John and his wife, Allie, have a four-year-old daughter Piper, and a son, Banks, born in October 2018. In their free time, John and Allie enjoy spending time outdoors with their kids and 11-year-old chocolate lab, Mya, exploring North Carolina in their 18-foot trailer camper. John focuses on living an active lifestyle by surfing, hiking, running, and traveling.