What makes our team remarkable guardians?


Coherent Financial Advisers, LLC, was created from inception with this solemn purpose – to take care of people’s comprehensive financial needs without external impediments.

Coherent is an independent Registered Investment Adviser (RIA) founded by CERTIFIED FINANCIAL PLANNER™ professional Thomas J. Pietrack and Chartered Financial Analyst charter holder Sargon Y. Zia. As equity partners in Coherent we answer only to you.

At Coherent we are compensated for financial planning and investment management directly and explicitly by the clients we are privileged to serve. Our interests are aligned completely with those of our clients. We adhere to the higher “fiduciary” standard, and are committed to act solely in our clients’ best interests. We are not constrained by products, securities, or services of a parent company, nor do we receive compensation for recommending securities. Your best interest is our only interest.

For some, financial planning and investment management may be just an occupation. We practice a craft to which we are deeply committed in a lifelong pursuit of excellence. We invite you to review our work experience and services we are able to provide you. Then, contact us. We look forward to meeting you!

Meet your team…

Thomas J Pietrack

Thomas J. Pietrack, CFP®

Co-founder, Director of Financial Planning, Portfolio Manager


More About Tom

Professional Reports:

CFP Certification
NASAA Investment Adviser Public Disclosure (IAPD)

Education & Experience

Tom is a CFP® practitioner and member of the Financial Planning Association’s Phoenix Chapter. He is the co-founder of and Director of Financial Planning and Portfolio Manager at Coherent Financial Advisers, LLC. Tom is a seasoned investment industry professional. His experience includes: Director of Financial Planning and Portfolio Manager at Wealth Management International, Ltd., Portfolio Consultant and Financial Consultant managing a $300M book of business at Schwab, owner of an American Express Financial Advisors practice. His expertise includes financial planning, portfolio management, advanced tax and estate planning strategies.

Tom’s big picture strategic thinking combined with his attention to detail about client’s specific goals builds long term relationships with individuals, families, and business owners. Tom believes clients do not merely need more information, but financial wisdom anchored in experience and education tailored to each individual’s unique goals, perspective and life ambition.

Tom grew up in Pittsburgh PA, and is an avid football fan. Tom is an advocate for animal welfare and enjoys hiking with his two rescue dogs, Twinkie and Miley. Tom is married and his children are millennials. He is passionate about helping this generation increase their financial knowledge for their long-term financial well-being.

Certifications, Memberships & Degrees

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Financial Planning Association member, Phoenix Chapter
  • Life/Health/Disability/Long Term Care Insurance
  • DDS, Case Western Reserve University School of Dentistry, Cleveland OH
  • General Practice Residency, Ohio State University and VA Medical Hospital, Columbus OH
  • BA, Case Western Reserve University, Cleveland OH

For a more detailed resume, please visit Tom’s LinkedIn page.

Sargon Y Zia

Sargon Y. Zia, CFA

Co-founder, Chief Investment Officer, Portfolio Manager


More About Sargon

Professional Reports:

CFA Institute Charterholder Profile
NASAA Investment Adviser Public Disclosure (IAPD)

Education & Experience

Sargon is a CFA charterholder and a member of the Phoenix CFA Society. He is the co-founder and Chief Investment Officer (CIO) of Coherent Financial Advisers, LLC. Sargon is a seasoned investment professional. His financial industry experience includes: Chief Investment Officer and Lead Portfolio Manager at Wealth Management International Ltd., High Net Worth Representative with Vanguard’s Flagship Services, and Senior High Net Worth Specialist with Schwab’s Pinnacle Team. His expertise includes a unique combination of both fundamental and technical analysis.

Sargon also holds a Bachelor’s degree in Electronics Engineering Technology. His engineering background includes project design management and supervision serving both the U.S. Military and leading US and foreign commercial clients in Arizona and Milpitas (Silicon Valley), California.

Sargon volunteers with the CFA Institute in Virginia as a final exam grader, and avails himself as a mentor to candidates studying for the CFA charter. Before calling Arizona home, Sargon grew up in Chicago, Illinois, and later moved to California where he worked as an electronics engineer in the heart of San Jose’s Silicon Valley. He is the proud father of one son.

Certifications, Memberships & Degrees

For a more detailed resume, please visit Sargon’s LinkedIn page.


Professional Reports:

CFP Certification
NASAA Investment Adviser Public Disclosure (IAPD)

Education & Experience

Tom is a CFP® practitioner and member of the Financial Planning Association’s Phoenix Chapter. He is the co-founder of and Director of Financial Planning and Portfolio Manager at Coherent Financial Advisers, LLC. Tom is a seasoned investment industry professional. His experience includes: Director of Financial Planning and Portfolio Manager at Wealth Management International, Ltd., Portfolio Consultant and Financial Consultant managing a $300M book of business at Schwab, owner of an American Express Financial Advisors practice. His expertise includes financial planning, portfolio management, advanced tax and estate planning strategies.

Tom’s big picture strategic thinking combined with his attention to detail about client’s specific goals builds long term relationships with individuals, families, and business owners. Tom believes clients do not merely need more information, but financial wisdom anchored in experience and education tailored to each individual’s unique goals, perspective and life ambition.

Tom grew up in Pittsburgh PA, and is an avid football fan. Tom is an advocate for animal welfare and enjoys hiking with his two rescue dogs, Twinkie and Miley. Tom is married and his children are millennials. He is passionate about helping this generation increase their financial knowledge for their long-term financial well-being.

Certifications, Memberships & Degrees

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Financial Planning Association member, Phoenix Chapter
  • Life/Health/Disability/Long Term Care Insurance
  • DDS, Case Western Reserve University School of Dentistry, Cleveland OH
  • General Practice Residency, Ohio State University and VA Medical Hospital, Columbus OH
  • BA, Case Western Reserve University, Cleveland OH

For a more detailed resume, please visit Tom’s LinkedIn page.

Professional Reports:

CFA Institute Charterholder Profile
NASAA Investment Adviser Public Disclosure (IAPD)

Education & Experience

Sargon is a CFA charterholder and a member of the Phoenix CFA Society. He is the co-founder and Chief Investment Officer (CIO) of Coherent Financial Advisers, LLC. Sargon is a seasoned investment professional. His financial industry experience includes: Chief Investment Officer and Lead Portfolio Manager at Wealth Management International Ltd., High Net Worth Representative with Vanguard’s Flagship Services, and Senior High Net Worth Specialist with Schwab’s Pinnacle Team. His expertise includes a unique combination of both fundamental and technical analysis.

Sargon also holds a Bachelor’s degree in Electronics Engineering Technology. His engineering background includes project design management and supervision serving both the U.S. Military and leading US and foreign commercial clients in Arizona and Milpitas (Silicon Valley), California.

Sargon volunteers with the CFA Institute in Virginia as a final exam grader, and avails himself as a mentor to candidates studying for the CFA charter. Before calling Arizona home, Sargon grew up in Chicago, Illinois, and later moved to California where he worked as an electronics engineer in the heart of San Jose’s Silicon Valley. He is the proud father of one son.

Certifications, Memberships & Degrees

For a more detailed resume, please visit Sargon’s LinkedIn page.

CONTACT US FOR A COMPLIMENTARY CALL

We look forward to discussing your unique financial goals and personal values!

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