
Zachary Czaplicki
Armed Public Safety Officer

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About me
Investment Adviser Representative (Fiduciary) at Charter Oak Financial
Education

University of Hartford
2011 - 2014Bachelor's degree Business Administration and Management, GeneralActivities and Societies: The National Society of Leadership and Success Intramural Sports Habitat for Humanity - Volunteer Special Olympics - Volunteer West Hartford Police Department - Internship

University of Hartford
2018 -Master of Business Administration - MBA Finance, Marketing, Management,
Naugatuck Valley Community College
2009 - 2011
Experience

University of Hartford
Feb 2015 - Jan 2021Armed Public Safety OfficerProvide vehicular and foot patrol services to the University campus and associated properties. Respond to emergency situations, including disruptive and disorderly incidents, various medical situations, and fires in an effort to restore and maintain order as well as ensure University cooperation with civil agencies. Conduct thorough preliminary investigations of all reported incidents on campus by interviewing complaints, victims and/or witnesses at the scene of a crime or incident to gather relevant information.Training and Certifications:Crisis Intervention Team (CIT), EMR Certified, Racial Diversity for Law Enforcement Certification, POST Certified for Firearms, LOCKUP Training, OC Spray Training, Handcuff Training, Expandable Baton Training, Active Shooter Training Show less

Charter Oak Financial
Jan 2021 - nowInvestment Adviser RepresentativeWhether I’m working with my clients in law enforcement, medical and dental professionals, business owners, or individuals and families, I believe in the power of a plan. I specialize in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.Prior to joining Charter Oak, I worked as a public safety officer for six years. Before that, I earned a bachelor’s degree in business administration at the University of Hartford. In addition, I currently hold a Series 7 and Series 66 license from the Financial Industry Regulatory Authority (FINRA).Outside of the office, I enjoy hiking, bike riding, kayaking, baseball, golfing, and traveling with my family. My wife, Shelby, and I reside in Windsor, CT with our German shepherd, Kramer. Licensed to sell securities in: CT,MA,SC,KS,CO,RILicensed to sell Life,Disability,LTC: CT,MA,SC,RIZach Czaplicki is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC www.SIPC.org. OSJ 330 Whitney Ave Suite 600, Holyoke, MA. 01040. Telephone 413-539-2000.CRN202506-2681714 Show less

FGS Wealth
Apr 2022 - nowFinancial Planner
Licenses & Certifications

Life, Accident and Health, Credit, and Travel Insurance Producer
State of Connecticut Insurance DepartmentJan 2021- View certificate

Series 7
FINRAMar 2022 - View certificate

SIE
FINRAApr 2022 - View certificate

Series 66
NASAAJun 2022
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