About Geoffrey M. Zimmerman, CFP ®

My passion is serving a core group of clients on an ongoing basis with financial planning and investment management services.  

I first entered the financial planning profession in 1994.  Through the years, I've worked in large financial service companies in the banking, stock brokerage and insurance industries.  This gave me the opportunity to gain broad industry knowledge, become familiar with processes and workflow, and serve a wide demographic group.   More recently,  I enjoyed success helping clients navigate a variety of choices while working in a medium-sized registered investment advisory firm and earned  industry recognition for my expertise.  

During my collective time in these venues, I've served in senior client-facing advisory roles, compliance and supervisory roles, served on investment and financial planning committees, and developed specialized knowledge in the area of equity compensation and executive benefits.   I've enjoyed opportunities to author articles and to be a guest speaker  on a wide variety of financial planning topics.  

I am fortunate to have found a career where I can use my creative, analytical and people skills and to make a difference in my clients' lives.  This is not just a job; it is my passion.