Zack Sutton, CFP®, CLU®, EA

Wealth Advisor

Zach Sutton - Certified Financial Planner Tampa FL

As a Wealth Advisor at Cornerstone Wealth, I bring years of financial expertise and a deep commitment to helping clients achieve their financial goals. My career began in 2016 with Sutton Wealth Advisors, Inc., where I gained invaluable experience in developing tailored financial strategies. Now at Cornerstone, I’m proud to continue supporting clients with personalized solutions that align with their unique needs and aspirations.

Born and raised in Tampa, I have a lifelong connection to the community, which gives me a unique understanding of the financial challenges and opportunities local families and businesses face. This connection fuels my passion for building lasting relationships and delivering meaningful results for my clients.

Outside of work, I enjoy reading, golfing, and spending time outdoors hunting. For me, being part of Cornerstone is about more than just financial planning – it’s about making a difference in the lives of the people and businesses we serve every day.

Areas of Focus

Education

  • The University of the South: Sewanee - Bachelor of Arts in Economics with minors in Business and Politics

  • CERTIFIED FINANCIAL PLANNER™ certification

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Exams Passed:

  • Series 7 - General Securities Representative Exam

  • Series 66 - Uniform Combined State Law Exam

Insurance Licenses:

Life, Accident, and Health