Brian Zimmerman

About Our Company

OVERVIEW:

Brian Zimmerman is a Financial Planner and owner of Zimmerman Private Wealth Management. He holds a state-regulated license to offer insurance products as well as FINRA 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. In his spare time, Brian enjoys mountain biking, tennis, and golf. He lives in La Jolla, California with his wife Celena, and their 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.


Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  
 
 
 

Branch office address: 3111 Camino Del Rio North Suite 400, San Diego, CA 92108
   
Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.  Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130.  Zimmerman Private Wealth Management and IFG are unaffiliated entities. 

CA Insurance License # 0E43740



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, MA, MI, NJ and NY. No offers may be made or accepted from any resident outside the specific states referenced.