About Us

Zachary Taylor works as the President and Senior Financial Planner of Trica Wealth Planning where he Helps Clients Plan Their Wealth Strategically. He specializes in designing customized financial plans for wealth clients and small business owners. His focus is to Help Clients Take Care of Tomorrow Today.

He has completed Executive Education in Investment Management Theory offered by Yale University’s School of Management, a Top-Ranked Ivy League institution. He earned his Master’s in Finance from the University of Utah. He also holds a Bachelor’s in Financial Economics with minors in Accounting and Finance from Brigham Young University–Idaho. Additionally, he holds a Certificate in Financial Planning from Texas A&M University.

Zachary holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as the ACCREDITED INVESTMENT FIDUCIARY® (AIF®) designation. He is committed to upholding the highest ethical standards in the industry and takes seriously his fiduciary duty to always place his clients’ interests above his own and that of the firm.

He has also completed the following industry exams:

- Investment Adviser Law Exam (Series 65)

- Securities Agent State Law Exam (Series 63)

- Securities Industry Essentials Exam (SIE)

- Certified Plan Fiduciary Advisor® Exam (CPFA®)

- Nevada Life & Health Insurance Exam

Colleagues describe Zachary as honest, knowledgeable, and results driven. Outside of his professional life, he enjoys traveling with his wife, volunteering at his church, and attending LA Dodger and Vegas Golden Knights games.