OVERVIEW:
Brian Zimmerman is a Chartered Retirement Planning Counselor, CRPC® and owner of Zimmerman Private Wealth Management. He holds a state-regulated license to offer insurance products as well as Series 7, Series 24, Series 63, and Series 66 securities licenses to offer investment products. Brian is committed to the financial security of his clients and he is proud to provide exemplary customer service, while displaying the highest standards of ethics and professional knowledge. Brian has been voted as a 5 Star Wealth Manager for 2012 and 2013 by San Diego magazine. The 5 Star award is a prestigious award that only 3% of financial planners in San Diego receive. Brian has also been voted "Best of La Jolla" by readers of the La Jolla Light for years 2016, 2017, 2018, 2109, 2020, 2021 and 2022. In his spare time, Brian enjoys mountain biking, tennis, and golf. He lives in La Jolla, California with his four children, Jamie, Jeremy, Ethan and Gabriella.
EDUCATION:
Brian received his Bachelors degree from the State University of New York at Albany. He then entered the Financial Services Industry in 1993 where he attained his securities license, and has since added his insurance license. Throughout his many years as a financial planner, Brian has completed various education courses on different aspects of financial planning.
ASSOCIATIONS:
Brian has served as President of the La Jolla Chapter of BNI, Treasurer of Adat Yeshurun, Finance Comittee Chair of Soille HDS, President of Shelter Island Rotary Club. He also serves on the board of several non-profit organizations.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers.
- Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth managers’ future performance. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.
- The award methodology does not evaluate the quality of services provided.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.