Zachary Leonard, Certified Social Security Specialist
Zachary Leonard
Financial Planner, Wealth Management Strategies
Professional Profile
Zachary Leonard is a trusted financial planner with Wealth Management Strategies, based in Morehead City, North Carolina. A proud graduate of NC State University with a Bachelor of Science in Accounting, Zachary combines his strong educational background with a genuine commitment to client success. His membership in the National Association of Certified Financial Fiduciaries (CFF®) underscores his dedication to the highest fiduciary standards, ensuring that your best interests come first.
As a holder of the NSSA® Social Security certification, Zachary Leonard brings specialized knowledge of Social Security planning to every client relationship.
Zachary is well-equipped to assist clients with a comprehensive range of financial needs, holding licenses in Life, Health, Medicare Supplement, Long-Term Care Insurance, and the Series 65 Securities License. Additionally, his National Social Security Advisor (NSSA) designation highlights his expertise in Social Security planning, making him an invaluable resource for those navigating this complex area. As a Bucket Plan Certified (BPC) professional and a Notary Public, Zachary brings a wealth of knowledge and professionalism to every client interaction.
Outside of his professional life, he cherishes time at the beach with his wife and three children, reflecting his belief in maintaining a balanced life. If you are seeking a reliable and knowledgeable financial planner in North Carolina, Zachary Leonard is here to guide you on your path to financial security and peace of mind.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.