Zachary Allegretti, CFP® Financial Advisor

Zachary Allegretti is a Financial Advisor in the Erie, Pennsylvania office of HBKS Wealth Advisors (HBKS®). Mr. Allegretti comes to HBKS® with experience in both the insurance and financial advisory fields having been employed with Nationwide and AXA Financial.

Zach works with many high-net worth clients as well as with practice development and expansion initiatives for the firm.

An honors’ graduate of The Behrend College of Penn State University, Zach earned his Bachelor of Science in Finance prior to accepting his current position with HBKS®. Zach was a recipient of the Beta Gamma Sigma designation for finance majors while at the Behrend Campus of Penn State. He is also a CERTIFIED FINANCIAL PLANNER™.

A longtime and avid hockey player and enthusiast, he continues to play hockey in the adult leagues in Pittsburgh and is active in various charities in his hometown of Meadville.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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