Basic Information
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Company
Alterra Advisors -
Phone
(425) 749-3300 -
Mobile phone
(253) 590-3138 -
Email
zach@alterraadvisors.com -
Describe How You Would Like To Be Introduced Via Email
https://alterraadvisors.com/the-art-of-giving-a-good-referral/ -
What is your "why"? Why do you do what you do?
While growing up, Zach heard stories from his grandfather about his work as an insurance agent, and other stories from his dad who was an investment manager. They both spoke financial “languages” but had completely different dialects. Recognizing the breadth of the financial vocabulary ultimately led to Zach’s passion for financial planning. He credits his family for this enthusiasm. Zach sees his time with clients as an opportunity to translate all of the different – and often confusing – information they’ve heard and provide clear guidance for each unique situation.
Zach enjoys working with people – his clients – who also appreciate that their financial decisions have an impact not just on themselves, but also on their families, charities and their own life legacy. Many of Zach’s clients have a strong desire to “make a difference”, and they rely on his financial expertise to magnify their philanthropic goals. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Does it ever feel like coordinating your financial picture is a second full-time job that you didn't train for and don't really want?
Do you feel like you see more and more success but you feel like you're just seeing your tax bill get bigger and bigger?
Now that you've built your wealth, do you worry that without good planning you might end up leaving your family a financial mess and a huge estate tax bill that they don't know how to pay? -
Unique Selling Proposition
https://alterraadvisors.com/the-four-quadrants-of-retirement-income/
https://alterraadvisors.com/the-best-way-to-build-wealth/ -
About me
Faith, Family, Finance -
Profession
Financial Advising -
Title
Financial Advisor | Partner -
Hobbies and interest
Soccer
Pickleball
Seattle Sports
Anything with my kids -
Website
https://alterraadvisors.com/
Contact Information
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City / Town
Bellevue -
State
WA -
Zip
98004 -
Country
United States -
Special offers to the group
Alterra Promise- https://alterraadvisors.com/how-we-work/#open -
Google Business Review URL
https://g.page/r/Cc_d9zkGitg1EBM/review -
Facebook Business Page URL
N/A -
LinkedIn Profile
https://www.linkedin.com/in/zach-hamilton-cfp%C2%AE-07959931/
Education
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College / University
Gonzaga University -
Graduation Year
2012