Zachary Windes joined Pettinelli Financial Partners in 2026 as a Paraplanner. He brings more than six years of experience in the financial services industry and provides analytical and operational support to the advisory team in the delivery of financial planning services.
In his role, Zach works closely with advisors to support the preparation and organization of client planning materials and analyses. His responsibilities include gathering and organizing client data, preparing cash flow and retirement analyses, assisting with portfolio reviews, and developing materials for client meetings. He also supports meeting preparation, documentation, and follow-up to help ensure a consistent and organized client experience.
Zach has experience supporting high-net-worth individuals and families and is focused on delivering accurate, timely, and detail-oriented work. He values organization, collaboration, and clear communication in supporting both the advisory team and client service efforts.
Prior to joining Pettinelli Financial Partners, Zach held roles with Aspiriant, a wealth management family office, where he supported advisors in serving high-net-worth clients, including assisting with portfolio analysis and planning-related data preparation. He also gained experience in corporate finance and accounting at Boston Properties and began his career at Deloitte as a Tax Consultant, where he developed a strong foundation in tax-related analysis.
Zach earned a Bachelor of Science in Business Administration from Sonoma State University and applies his academic background alongside his professional experience to support the firm’s planning and client service processes.
Zach lives in San Francisco with his wife, Jessica, and their son, Theo. Outside of work, he enjoys spending time with his family, playing golf, traveling, and exploring restaurants and outdoor activities throughout the Bay Area.