Zak Leedom, CFP®, Wealth Advisor, is passionate about helping clients simplify the complexity of their financial lives. Zak works with entrepreneurs, executives, and retirees (just to name a few) and focuses his fiduciary role on what is most important to them. Specializing in equity compensation, Zak serves clients in areas across the nation. He meets with clients in Anaheim Hills and Thousand Oaks, California. He also serves clients closer to his hometown of Columbus, Ohio. Zak joined WealthSource to amplify the exceptional value he could provide clients in financial planning and investment management services.
Zak played Division I soccer at West Virginia University, where he received a degree in Finance. While pursuing that degree, he began working as a paraplanner for a local investment advisor. This experience ignited a passion for financial planning. Zak realized that most people have a vision for what they want their financial futures to look like. The problem becomes that few people have a plan to help achieve their goals. Zak finds satisfaction in helping clients identify their dreams and creating personalized plans to make them possible.
In his home life, Zak enjoys spending time with his wife, Merrill, and their Yorkie-Poo, Reese. He met Merrill while attending WVU when she chose him from a soccer team photo, to accompany her to a winter formal. They've been together ever since.
In their free time, Zak and Merrill love to explore new places and cultures, tasting all that they have to offer. When he isn't traveling, you can find Zak skiing, running, hiking, or trying new and thrilling ways to get his blood pumping.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.