Zach Manion

Zach Manion

Assistant Advisor

zach@lakeshorefg.com

Over the past 5 years, I have had the incredible opportunity to work alongside my dad and learn the financial planning business from the ground up.  As an advisor,  I assist in every aspect of the business:  planning, portfolio management and client meetings.  It is a privilege to assist individuals and families with their unique financial goals.

I am an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 7 (General Securities Representative) and FINRA Series 66 (Uniform Combined State Law). I am also licensed for life and health insurance.

I live in Grand Rapids with my wife and daughter.  I graduated from Grand Valley State University in December of 2022 with a Bachelor of Business Administration degree with a major in finance.