Zachary Makawi is a Partner and Wealth Manager at Summit Financial Solutions. He finds satisfaction in client-facing meetings where he learns peoples’ stories. He knows that listening is vital for providing personalized advice to his clients on the topics that matter most to them, including retirement income planning, cash, risk & debt management, insurance, investments, tax-savvy savings strategies and employee benefit optimization.
As an independent planner and SmartVestor Pro through Ramsey Solutions™, he is committed to fulfilling the trusted role of advisor and advocate on behalf of his clients and their beneficiaries. At his firm, there are no quotas imposed on him or competing loyalties, like what one might find at big banks, captive insurance companies or mutual fund shops. He serves his clients’ best interests and incorporates cutting-edge technology into his meetings to illustrate the long-term ramifications of key planning decisions.
Many of his clients have (or had, if retired) vital roles at local power utilities, hospitals, airlines, tech firms and professional service companies. He diligently learns their benefits so he can help them maximize what their companies offer. Having traveled to 18 countries and formerly worked among international students at ASU, Zach is uniquely skilled at working with individuals from diverse backgrounds, professions and highly-specialized trades.
Zach embraces the idea of continual improvement through education. He graduated Summa Cum Laude from Arizona State University and is pursuing his Certified Financial Planner™ designation. He is a member of the Association for Financial Counseling and Planning Education® (AFCPE®) and holds the AFC® accreditation.
On a personal level, Zach, his wife and daughter live in Chandler and are eagerly expecting another child in 2019. They credit where they’re at today to God’s abundant grace and meaningful input from family & friends over the years. In his down time, which is admittedly rare, he loves exploring southern Arizona’s amazing sky islands.
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