Zachary Rosequist, CFP®

Wealth Planner

Bluerock Team  Zachary Rosequist

Zac serves as a wealth planner at Bluerock Wealth Management, collaborating closely with operations and advisors to compile information, deliver financial plans, and execute strategies for clients.

Graduating from Old Dominion University with a bachelor's degree in business administration, majoring in marketing and minoring in finance, Zac's early fascination with the stock market coupled with an analytical mindset propelled him into the world of finance. With a career ambition centered on guiding individuals towards their long-term financial objectives and emphasizing the importance of investing for the future. In addition to his academic achievements and professional experience, Zac has earned his Certified Financial Planner (CFP®) designation.

Zac has worked at two of the largest brokerage firms in the United States, while in Virginia, where he adeptly assisted clients in long-term investment planning and encompassing Estate and Tax strategies. His recent relocation to Atlanta marks a new chapter at Bluerock Wealth Management, where continues his mission to positively impact lives through financial guidance.

“My goal is to be a positive influence on other people’s lives, and the ability to work with clients in pursuit of their long-term financial future provides me the greatest feeling of self-worth to help navigate those uncertainties on a topic that is so crucial to an individuals’ quality of life.”

“Uncertainty is a part of life; however, there are ways you can protect your way of life. I love advising and working with clients to help ensure they are set up for success and how we can mitigate those uncertain, negative situations on this wonderful journey we are all on.”

Zac lives in Sandy Springs, Georgia. He loves spending time outdoors with friends and family while rooting for his favorite sports teams. He has traveled the world and plans to continue to explore this planet we call home.