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Zack Flodeen, CFA, CFP®

Investment Advisor, Director

Phoenix, AZ

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Designations

Work Experience

Joined MAI Capital Management in 2025
Nearly 20 years of experience providing financial advice to high-net-worth families
Specializes in comprehensive financial planning and strategic investment decision-making to help families reach their financial goals
In 2023, he joined Evoke Advisors, helping clients navigate change and set financial goals
Previously a top-performing advisor at Vanguard, Fisher Investments, and Charles Schwab
Began his career in 2004 at Ameriprise Financial Services

Life Outside of MAI

Education

The University of Wisconsin–Whitewater, B.A. with a focus on music and accounting

*CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

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