AIF® CPFA®
Senior Director, Institutional Retirement Plan Consulting
Zach Hull is a Senior Director, Institutional Consulting at Compass Financial Partners, LLC and a 15 year veteran of the financial services industry. Prior to joining Compass Financial Partners, Zach was a Financial Advisor and Retirement Plan Specialist at UBS Financial Services and Northwestern Mutual Investment Services. Zach joined Compass in January of 2016 and supports the firm’s institutional consulting efforts while providing fiduciary advice to Plan Sponsors across the United States. Zach holds his Series 7 and 66 registrations, held through MMA Securities. Zach is a Certified Plan Fiduciary Advisor (CPFA®) through the National Association of Plan Advisors, and has received the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. In addition, he was previously recognized by the National Association of Plan Advisors as one of the Top Advisors Under 40.
Zach is very active in his community and has a passion for helping young children. Zach gives his time to HEART Math Tutoring where he provides math tutoring to Title 1 Elementary School children. Zach is also an elementary school basketball coach and volunteer with the First Tee of the Carolinas.
Born and raised in Charlotte, NC, Zach went to Charlotte Catholic High School and graduated from Elon University with a degree in finance. Zach’s number one hobby is spending time with his wife Emily, their young children Elizabeth, Zach, and Robert and their two english setters Wiley and Cooper. Away from home, Zach enjoys playing golf, fly fishing, and attending sporting events and concerts.
