Heather Zack, JD, LLM, CAP®, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since June 2011, she is a resource for affiliated advisors on issues involving estate, charitable, tax, and education planning. Heather has a JD from the University of San Diego, with a concentration in corporate and securities law, and a BS in business administration from Endicott College. She earned her LLM in taxation with a focus on estate planning from Boston University, and she is currently pursuing her master’s in financial planning at Bentley University. She also holds her FINRA Series 7, 9, 10, and 63 securities registrations.

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