Geoffrey M. Zimmerman,  CFP<sup>&reg;</sup> - Financial Advisor

Geoffrey M. Zimmerman, CFP®

2950 Buskirk Ave, Ste 300
Walnut Creek, CA 94597-6900
(925) 698-3683 CONNECT WITH Geoffrey
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General

Geoffrey Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

Geoff is an established Certified Financial Planner Practitioner in the San Francisco Bay Area financial community with a high level of expertise in all the major areas of financial planning. He is the Principal of Zimmerman Wealth Advisory Group LLC

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Financial Advisor Experience

Over 20 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth

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