Heather Zack, JD, LLM, MSFP, CAP, Manager, Advanced Planning

Heather Zack is the manager of advanced planning at Commonwealth. With the firm since 2011, she leads a team of consultants dedicated to supporting affiliated advisors on issues involving estate, charitable, tax, social security, and education planning. She also sits on the board of Commonwealth Cares, the firm's 501(c)(3) charity. Heather earned her MS in financial planning from Bentley University; an LLM in taxation with a concentration in estate planning from Boston University; and a JD with a concentration in corporate and securities law from the University of San Diego. She also holds a number of FINRA securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

It’s Time to Talk Differently About Charitable Planning with HNW Clients
Learn how to approach charitable giving conversations with HNW investors, so you can help them be strategic in their philanthropic efforts.
Heather Zack, JD, LLM, MSFP, CAP
11.27.23
Strengthen Your Business with Financial Planning for Millennial Women
According to Boston Consulting Group, 70 percent of millennial women take the lead when making financial decisions. But are they making the right ones? Learn how you can support their financial future while growing your firm.
Heather Zack, JD, LLM, MSFP, CAP
07.26.23
Elevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.
Heather Zack, JD, LLM, MSFP, CAP
01.26.22
What Do High-Net-Worth Women Want from Advisors?
What do high-net-worth women want from advisors? Take a closer look at this group's unique needs and expectations.
Heather Zack, JD, LLM, MSFP, CAP
12.15.21
For Next-Gen Clients, This Retirement Savings Strategy Is Catching FIRE
The FIRE (Financial Independence, Retire Early) movement has gained traction in recent years, but it’s not for everyone. Understanding the pros and cons of this aggressive strategy can help position you for discussions with your next-gen clients.
Heather Zack, JD, LLM, MSFP, CAP
08.25.21
Establishing Philanthropy as a Cornerstone of Your Practice
By helping clients realize their philanthropic goals, you can build deeper relationships with them, as well as with their families, friends, and network. You'll also have the chance to amplify your own spirit of generosity.
Heather Zack, JD, LLM, MSFP, CAP
12.01.20

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It’s Time to Talk Differently About Charitable Planning with HNW Clients

Strengthen Your Business with Financial Planning for Millennial Women

Elevating the Financial Security of Your Single Women Clients

What Do High-Net-Worth Women Want from Advisors?

For Next-Gen Clients, This Retirement Savings Strategy Is Catching FIRE

Establishing Philanthropy as a Cornerstone of Your Practice