About Our Company
Brian Zimmerman is a Financial Planner and owner of Zimmerman Private Wealth Management.
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.
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.
has been voted as a 5 Star Wealth Manager for 2012 and 2013 by San Diego magazine
spare time, Brian
enjoys mountain biking, tennis, and golf.
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.
then entered the Financial Services Industry in 1993 where he
securities license, and has since added 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.