06/06/2025
FOR IMMEDIATE RELEASE
Jacksboro, TN â June 2025
Volunteer Wealth Management & Investments is excited to announce that its founder and sole financial advisor, Zacherly Sheets, has earned the prestigious Chartered Financial ConsultantÂŽ (ChFCÂŽ) designation. Building on advanced credentials including AAMSÂŽ, CRPCÂŽ, and CRPSÂŽ, this achievement underscores Sheetsâ stringent commitment to providing advanced, client-focused financial planning and wealth management solutions.
The ChFCÂŽ designation, which stands for Chartered Financial ConsultantÂŽ, is far more than a title. It represents the culmination of a rigorous educational program covering eight comprehensive courses. These courses delve into critical areas of financial planning such as:
Financial Planning Fundamentals: Providing a comprehensive understanding of the financial planning process.
Risk Management & Insurance Planning: Equipping advisors with strategies to address and manage potential risks effectively.
Income Tax Strategies: Guiding clients through personalized tax planning techniques for individuals and small businesses.
Retirement Planning: Crafting robust and customized retirement strategies tailored to each clientâs needs.
Estate & Wealth Transfer Planning: Designing strategies that facilitate wealth transition while efficiently addressing tax implications.
Employee Benefits & Special Needs Planning: Addressing the nuanced financial requirements of clients in diverse situations.
Each course is completed through self-paced online studies, interactive virtual sessions, and thorough proctored examinations. To maintain the ChFCÂŽ designation, ongoing educationâincluding ethics trainingâis required every two years. These rigorous educational standards ensure that advisors are always at the forefront of industry knowledge and best practices, further emphasizing the value of certified expertise.
In todayâs complex financial environment, selecting an advisor with certifications and added training is an essential investment in your financial well-being. Credentials like the ChFCÂŽ, AAMSÂŽ, CRPCÂŽ, and CRPSÂŽ signify that an advisor has not only met but exceeded industry standards through continual learning and practical experience. Clients benefit from this enhanced expertise through more thoughtful, tailored advice, ethical practices, and a proactive approach to managing evolving market challenges. This commitment to high-caliber service ensures that every financial decision is informed by deep, continually updated knowledge, providing you with the confidence and trust you deserve.
Founded in February 2025 as a one-person operation, Volunteer Wealth Management & Investments was established with the vision of offering an expanded range of options, enhanced service, and more competitive fee structures. After a successful 13-year tenure at Edward Jones, Zacherly Sheets embarked on an independent journey to establish a firm that embraces personalized, one-on-one client engagement with the ambition to expand while upholding quality and client trust.
Now located at 2707 Jacksboro Pike, Suite 12, Jacksboro, TN 37757, Volunteer Wealth Management & Investments is dedicated to guiding clients through their financial journeys with integrity and innovative planning.
For more information, interviews, or to schedule a consultation, please contact:
Zacherly Sheets
Phone: 865-242-6208 / 423-209-0711
Email: [email protected]
About Volunteer Wealth Management & Investments
Founded in February 2025 by Zacherly Sheets, Volunteer Wealth Management & Investments began as a one-person operation with an ambitious goal: to redefine financial advisory services. With a focus on delivering a broader array of financial options, personalized advice, and competitive fee structures, the firm is poised for growth while upholding its commitment to the highest standards of financial planning and client-centered service.
Sincerely,
Zacherly K. Sheets
Financial Advisor ChFCÂŽ,AAMSÂŽ, CRPCÂŽ, CRPSÂŽ
Volunteer Wealth Management & Investments
www.facebook.com/zachsheetsfinancialadvisor
865-242-6208
Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
Official Page for Zach Sheets, AAMSÂŽ, CRPCÂŽ, CRPSÂŽ, Financial Advisor with Edward Jones where we make sense out of investing. Frequent updates on the market and investing and helpful hints for business and personal life. Please feel free to comment or alternatively write me at [email protected] or call my office at 423-566-4010. I hope the information proves to be beneficial to all and I look forward to hearing from some of you.
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