7:00 AM to 4:00 PM M-F

5120 San Francisco Rd NE, Suite A, Albuquerque, NM 87109

About

Meet Greg Zanetti & Walt Benson

Our Mission

Our mission statement is simple....Make money for clients and don't lose money for clients.

Greg Zanetti
Financial Advisor Greg Zanetti

Greg Zanetti

Education

Education:

  • Valley High School in 1976.
  • Bachelor of Science degree, United States Military Academy, West Point, 1980.
  • Master’s Degree, Business Administration, Boston University, 1985.
  • Master’s Degree, Strategic Studies, US Army War College, 2000.

Over his 32-year financial career his professional credentials include:

  • Series 7 license
  • Series 24 license
  • Series 63 license
  • Series 66 license
  • Insurance licenses in New Mexico and Washington

Bio

Greg grew up in Albuquerque and graduated from Valley High School in 1976. He was accepted to the United States Military Academy at West Point and graduated in 1980 as a second lieutenant in the field artillery. After postings at Ft. Benning, Ft. Sill, and The Defense Language Institute, Greg was assigned to NATO nuclear artillery units in Germany.

After six years in the army, Greg had earned his Master’s degree in business and returned home to New Mexico. He went to work as a financial advisor for E.F. Hutton. Simultaneously, he joined the New Mexico Army National Guard. Greg became an independent financial advisor in 1991.

Greg was promoted to Brigadier General in 2005. He was then deployed to Guantanamo Bay in 2008 where he served as both deputy commander and commander Joint Task Force Guantanamo (JTF GTMO). His deployment forced the selling of his previous financial services business. Upon return from GTMO, Greg managed money for wealth families and businesses in the Greater Seattle area.

Greg’s and Teresa’s recently returned to New Mexico and Greg started his new firm Zanetti Financial, LLC.

Family

Greg married his high school sweetheart, Teresa, in June of 1980. They have two boys, Daniel (25) and Michael (23). Teresa is a former NM State Representative and a former member of the NM State School Board. She has been an educator most of her professional career. Teresa’s and Greg’s parents live in Albuquerque and Rio Rancho.

Walt Benson
Financial Advisor Walt Benson

Walt Benson

Education

Education:

  • La Cueva High School - 1994
  • The University of New Mexico - BA (History & Psychology) - 1998
  • Western Michigan University - MA (History) - 2003
  • The University of New Mexico - MBA (Finance) - 2009
  • Southern Methodist University - Southwestern Graduate School of Banking - 2012
  • Series 65 License - Uniform Investment Advisor Law Exam

Bio

Walt grew up in and around Albuquerque. He attended the University of New Mexico where he double majored in Psychology and History. He eventually earned a Master’s Degree in History as well as a Master’s Degree in Business Administration (MBA).

Walt is a licensed investment advisor who teamed up with Greg in 2021. Before joining Zanetti Financial, Walt started several successful businesses throughout New Mexico (He and his wife still own two Baskin Robbins Ice Cream stores). Prior to his entrepreneurial journey, Walt was the Senior Financial Analyst for over 10 years at New Mexico's oldest Credit Union.

In 2020, Walt ran for and was elected County Commissioner for Bernalillo County - District 4. In his work on the Commission, his top priorities are improving the business climate in Bernalillo County as well as fighting crime.

Family

Walt and his wife, Amy, have four wonderful children at Hope Christian School – they also have an English Springer Spaniel. In his free time, Walt loves spending time with his family, camping, and reading.