About Me

I’m Zachary Willie, Founder and Managing Member of Oakridge Financial Planning LLC. I’m passionate about helping individuals, families, and small businesses achieve their financial goals. I believe that professional investment management services, financial planning, and risk planning should be accessible, transparent, and tailored to your unique vision of the future.

With years of experience as a Financial Analyst and a strong educational foundation in finance and business administration, I founded Oakridge Financial Planning to provide personalized financial guidance to clients seeking clarity and confidence in their financial lives.

My Background

  1. Education:
    I hold an Master of Business Administration (MBA) and a Bachelor of Science in Finance, with a focus on Personal Financial Planning, from Southern New Hampshire University. This combination of business acumen and specialized financial training equips me to deliver practical, goal-oriented advice.

  2. Experience:
    Before launching Oakridge Financial Planning, I spent six years as a Financial Analyst, working with credit unions, corporations (both large and small), and rapidly growing businesses. This experience gave me a deep understanding of financial systems, cash flow, and investment strategies.

  3. Oakridge Financial Planning Vision:
    My goal is to create a firm where clients feel supported and empowered, whether they’re planning for retirement, managing business finances, or navigating life’s unexpected twists.

A little bit more about me…

When I’m not helping clients plan for the future, I enjoy spending time with my family, playing golf, and watching Formula 1. I am a huge fan of Formula 1. This may make me a “nerd”, but I enjoy reading books to learn new things. You can often find me reading something new and informative.

I’m also deeply committed to continuing my professional education and staying up-to-date on industry trends to ensure I’m always providing the best possible advice to my clients. I am very passionate about finance. I find enjoyment in reading company’s 10-K and building financial models to forecast a business’ value.

Let’s Work Together

Whether you’re just getting started on your financial journey or you’re looking to refine and optimize your existing plan, I’m here to help. Let’s work together to turn your financial vision into reality.