OVERVIEW:

Brian Zimmerman is a Financial Planner. 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 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.