ZACHARY T. LAUZON, CFP®, CEPA®

Director of Client Relations

zlauzon@richardbrothersfinancial.com
207-347-2411

A native Mainer, Zachary Lauzon, Director of Client Relations, has been a valued member of the Richard Brothers team since September 2012, bringing over a decade of wealth management and client relationship-building expertise. Known for his people-oriented, results-driven approach, Zach is dedicated to helping clients succeed in retirement planning, executive compensation strategies, business transition planning, tax-efficient investment management, and wealth transfer strategies. He finds true satisfaction in assisting clients to make smart financial decisions to build confidence in their future and achieve lasting financial security.

Zach graduated Magna Cum Laude from St. Joseph’s College of Maine with dual BS degrees in Accounting and Finance. He holds credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA), which enhance his ability to provide comprehensive, objective advice.

Passionate about community service, Zach serves on the advisory board for the Northern York County YMCA. Residing in Biddeford, ME, with his wife and two sons, he’s a devoted family man and avid sports fan. When not working, Zach enjoys Maine’s beaches and outdoor activities and eagerly anticipates sharing his love for sports with his young sons.