Zachary Williams

Employer firm

Three Phases Wealth Advisors LLC CRD 338143

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2017
  Inmoment
  South Jordan, UT
• 11/2017 → 09/2022
  Podium
  Lehi, UT
• 09/2022 → Present
  Intuit
  Mountain View, CA
• 11/2025 → Present
  Three Phases Wealth Advisors Llc
  Indian Trail, NC
• 03/2024 → Present
  Centsei Llc
  Indian Trail, NC

Other Businesses

the name of the other business; Centsei LLC whether the business is investment-related; not investment related the address of the other business; 1015 Canopy Dr. Indian Trail NC 28079 the nature of the other business; Personal Finance Coaching your position; title, or relationship with the other business; Financial Coach/Account Executive/Independent Contractor the start date of your relationship; 03/2024 the approximate number of hours/month you devote to the other business; 10 hours a month or 6% the number of hours you devote to the other business during securities trading hours; 10 hours a month or 6% and briefly describe your duties relating to the other business; Provide Financial Coaching to families on financial strategies to accelerate progress to eliminate debt, grow savings, and build wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13

Other Names

• Zach Williams