Zach Pidgeon, CFP®, EA

Vice President, Advisor

Contact Zach

Zach works with athletes, coaches, and families to navigate complex financial decisions. He provides long-term financial planning, tax-aware strategies, and guidance to help clients stay organized and focused on their goals. His background in athletics gives him a unique understanding of the financial challenges and opportunities within the sports industry.
Before joining EP Wealth, Zach worked in private wealth management and football operations at Duke University. He earned his degree from Ithaca College before relocating to Raleigh in 2016. Zach holds the CERTIFIED FINANCIAL PLANNER™ designation and is an Enrolled Agent. His experience combines financial planning expertise with firsthand knowledge of collegiate athletics.
Thoughtful financial planning starts with understanding each client's priorities. Taking a practical and organized approach, Zach helps clients evaluate their options and build plans that adapt to changing careers, financial goals, and life stages.
Originally from upstate New York, Zach lives in Raleigh, North Carolina. Outside the office, he enjoys traveling, attending concerts, and spending time with family and friends.