Stephen A. Zahka, CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning CounselorTM, First Vice President - Investments, Financial Advisor 

 

Stephen has been a Financial Advisor for nearly 30 years, joining Wells Fargo Advisors, LLC in 2010.  A lifetime resident of the Boston area, Stephen earned a Bachelors of Arts degree from Boston University.  In addition, he completed the CFP® Professional Education Program and CRPC® Professional Designation Program through the College for Financial Planning.

A featured financial columnist for over two years with the Boston Sunday Herald, Stephen has published numerous articles on topics including retirement planning, debt management and planning for college.  Stephen's articles have been featured on the Financial Planning Association Website as well as in Better Home & Gardens Online.  Additionally, he hosted his own cable television show - Thirty Minutes on Wall Street. Stephen currently holds the position of First Vice President - Investments for Wells Fargo Advisors, LLC in Wellesley, Massachusetts. Stephen is a past Branch Manager for the Wellesley office.

Stephen has served on numerous boards in civic, church and community organizations.  In addition, Boston Magazine selected Stephen Zahka as a 2013 Five Star Wealth Manager.

Stephen Zahka adheres to a disciplined process that delivers a consistent yet customized wealth management experience.  Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you.

At Wells Fargo Advisors, Stephen can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts – Stephen can help you make informed investment decisions based on your specific needs.