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This profile was last updated on 10/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Brian D. Zimmerman

Wrong Brian D. Zimmerman?


Local Address: San Diego, California, United States
Liberty Partners Financial Services LLC
4540 California Avenue Suite 530
Bakersfield, California 93309
United States

Company Description: Liberty Partners Financial Services is a full-service, national network of independent financial advisors that strive to provide their clients with the best service...   more

Employment History

Board Memberships and Affiliations

  • Member
    La Jolla Chapter of BNI
  • Founder
    Strategic Resources
  • Founder
    FinanciaLife Resources Group
  • Secretary Treasurer
    Business Network International


  • Bachelors degree , Financial Services Industry
    State University of New York at Albany
79 Total References
Web References
Dave's Preferred Vendors, 14 Oct 2014 [cached]
Brian Zimmerman Liberty Partners Financial Services, LLC 3111 Camino Del Rio North, suite 400 San Diego, CA 92108 (619) 528-2205
About Us - Zimmerman Private Wealth Management, 26 Jan 2011 [cached]
Brian Zimmerman
About Our Company
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.
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.
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.
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.
Brian D. Zimmerman : Securian Advisors MidAmerica, Inc., 14 May 2011 [cached]
Brian D. Zimmerman
Brian D. Zimmerman
Managing Partner
Phone:319-378-1074 Fax:319-378-1688
Zimmerman, 1 July 2002 [cached]
Brian D. Zimmerman
Brian D. Zimmerman
Cedar Rapids Area Office Brian D. Zimmerman is president and CFO of Strategic Resources Inc., a financial services firm located throughout the state of Iowa.He has been in the business since graduating from the University of Iowa with a Bachelor of Business Administration degree in 1979.
Brian founded FinanciaLife Resources Group in 1984.In 1997, a merger took place with Cauldwell Financial Group of West Des Moines.In 1998, Strategic Resources Inc. acquired the Robert R. Humpton agency located in Burlington and Davenport.Since then, the company has expanded to cover offices throughout the state.
Brian lives in Hiawatha, Iowa with his wife, Julie, and two children, Maria and Kyle.He enjoys hunting and fishing, coaching basketball and attending the many functions of his children.
Brian is an Investment Advisor Representative of Cauldwell Financial Group, Inc., A Registered Investment Advisor and a Registered Representative with Securian Financial Services, Inc., Securities Dealer, Member NASD/SIPC.
Cauldwell Financial Group, Inc. and its affiliate FinanciaLife Resource Group are independently owned and operated.
Contact Information: Brian D. Zimmerman 740 North 15th Avenue Suite C Hiawatha, IA 52233 (319) 378-1074 (319) 378-1688 Fax
Brian ..., 2 Aug 2014 [cached]
Brian Zimmerman
Brian Zimmerman
Managing Partner
Phone:319-378-1074 Fax:319-378-1688
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