Salisbury, MD — CFS proudly congratulates Zach King on earning the Chartered Financial Analyst® (CFA®) designation—one of the most respected and challenging credentials in the investment profession. Now that King has earned his designation, he officially steps into the role of Chief Investment Officer.
Zach has been a valued member of the CFS team for the past three years. His journey with the firm began in 2017 as an intern while pursuing a degree in Financial Planning at Salisbury University, where he graduated Summa Cum Laude. Since then, he has built a career marked by diverse experiences, deep knowledge, and a commitment to excellence.
Before entering the financial industry, Zach pursued his passion for music, touring the country as a guitarist after signing a record deal. He later transitioned into roles as a Mortgage Lender and Estimator in commercial construction, gaining practical insights into financial systems and business operations that continue to inform his work with clients.
By earning the CFA® Charter, Zach joins an elite global community of over 200,000 professionals recognized for their mastery of investment analysis, portfolio management, and ethical standards. The CFA Program, known for its rigor, covers a wide spectrum of topics including investment tools, valuing assets, wealth planning, and portfolio strategy.
“We’re over the moon to share that Zach King has officially earned the CFA charter. Zach is a brilliant investment mind, and this milestone further distinguishes both him and our firm. The multi-year exam process was no match for his drive and focus — two qualities that make him an invaluable member of our team. As the lead of our investment committee, Zach can now channel even more time and energy into optimizing our portfolios and investment process at CFS.” said Michael Sise, CFP®, ChFC®, CPFA®, AIF®, CRPC® Vice President, CERTIFIED FINANCIAL PLANNER™.
A Salisbury native, Zach enjoys golfing at Rum Point with fiancé, Natalie, and spending time with his beloved chocolate lab, MJ.
