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2016-04-23T00:00:00.000Z

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Adam Zimmerman

Mentor

Boot to Shoes

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Boot to Shoes

Background Information

Employment History

Logistics Manager

PACCAR Inc

Platoon Sergeant

64th Military Police Company

Traffic Manager

Kenworth Truck Company

Affiliations

Financial Advisor
Columbia River Advisors LLC

Wealth Advisor
BlUE MOON WEALTH ADVISORY LLC

Financial Advisor, ChFC
Pacific Capital Resource Group Inc

Wealth Management Advisor
Summit Asset Strategies LLC

Education

Bachelor of Science Degree

Philosophy

University of Massachusetts

Master of Science Degree

Embry-Riddle Aeronautical University

Web References (33 Total References)


Our Team

www.bluemoonwealth.com [cached]

Adam Zimmerman / Wealth Advisor

Adam is responsible for business development while offering premier client service to affluent individuals and families for the firm.


Summit Asset Strategies - About Us

www.summitassetstrategies.com [cached]

Adam Zimmerman, ChFC Wealth Management Advisor

Adam Zimmerman, ChFC has been serving the financial planning and investment management needs of private clients in the greater Puget Sound region as an Independent Financial Planner for more than a decade. In his role as Business Development Officer, Adam is primarily responsible for introducing new clients to the firm and providing them with customized and individual solutions to their wealth management needs.
Adam leverages his deep education in financial planning and investment management while providing premier client services for high net worth clients. Adam holds several FINRA licenses including Series 6,7,63 and 65. He has also achieved the coveted designation of Chartered Financial Consultant from the American College.
Prior to entering the financial services world Adam spent 15 years serving as a Fighter Pilot in the U.S. Air Force. Adam enjoys spending time with his wife and their three children.


Master Builders Association of King and Snohomish Counties

www.masterbuildersinfo.com [cached]

Adam Zimmerman, Summit Asset Strategies adam.zimmerman@summitassetstrategies.com


Adam Zimmerman, Summit Asset ...

www.masterbuildersinfo.com [cached]

Adam Zimmerman, Summit Asset Strategies adam.zimmerman@summitassetstrategies.com

Master Builders Association of King & Snohomish Counties - 335 116th Avenue SE, Bellevue, WA 98004


Adam Zimmerman, ...

www.saswm.com [cached]

Adam Zimmerman, ChFC Wealth Management Advisor

Adam Zimmerman, ChFC has been serving the financial planning and investment management needs of private clients in the greater Puget Sound region as an Independent Financial Planner for more than a decade. In his role as Wealth Management Advisor, Adam is primarily responsible for introducing new clients to the firm and providing them with customized and individual solutions to their wealth management needs.
Adam leverages his deep education in financial planning and investment management while providing premier client services for high net worth clients. Adam holds several FINRA licenses including Series 6,7,63 and 65. He has also achieved the coveted designation of Chartered Financial Consultant from the American College.

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