Zachary Barton, CFP®
Certified Financial Planner (TM)
Since 2013 Zach has worked in the Financial Services business helping clients reach their financial goals. Zach is an Investment Advisor Representative, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ professional. He holds the Series 6, 63, 7, and 65 FINRA financial licenses as well as the General Lines Life, Accident, and Health insurance license. Zach is a qualifying member of the Million Dollar Round Table (MDRT) and is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Zach began his business career at twelve years old with a single coke machine next to the local driving school. By 16 he was working at his family's newspaper expanding circulation. Zach later attended the University of Texas, where he earned his bachelor's degree in Spanish and Plan II Honors and graduated a member of the Phi Kappa Phi Honor Society. After graduation, Zach founded La Prensa Libre, a Spanish-language newspaper. He later left the newspaper business to follow his future wife, Carly, to West Texas where she earned her Law degree at Texas Tech University. Zach started in financial services with Bankers Life and Casualty before moving to New York Life after recognizing their superior financial strength. After back to back qualifications for New York Life's prestigious Executive Council* in 2014 and 2015, Zach was promoted to Partner and served two years on the West Texas leadership team.
In 2017, Zach and Carly decided it was time to return home to Central Texas. They now reside with their son, Clark Barton, in Kyle, TX near the original Barton family land that has been passed down since 1854. Carly continued her work as an Attorney and Zach decided to found Barton Financial Group, LLC and continue his affiliation with Eagle Strategies, LLC and New York Life. Barton Financial Group, LLC is located in Kyle, TX, but Zach works with clients in Texas, California, Colorado, New Mexico, Virginia, and Washington D.C.
Zach also serves as a member of the Buda Lions Club civic organization. Carly and Zach have one son named Clark Barton, born in 2019.
*Awarded by New York Life Insurance Company for outstanding sales achievements