Andrew Zimmerman

About Andrew:

Andrew graduated from Emory University’s Goizueta Business School with a Bachelors in Business. After researching several firms in the industry, he found his home at Strategies for Wealth as he felt it is a firm with a truly uncommon view of financial planning.

Andrew takes a comprehensive approach in addressing the financial concerns of his clients. His process focuses on helping them protect and maintain a healthy cash flow through all phases of their lives. With a strong emphasis on protection first planning, Andrew enables his clients to create maximum wealth while insulating themselves against major financial threats such as taxes, inflation, lawsuit, death, and disability.

In all aspects of his work, Andrew strives to put his clients’ best interests first. He recognizes the importance of forging client relationships based on honesty and integrity in order to help ensure success and financial well-being for them and their families.

After five years in the business, Andrew went on to pursue his accreditation as a CFP® — Certified Financial Planner

In his spare time, he enjoys playing basketball, snowboarding, and cooking. Andrew was married in 2012 to his high school sweetheart, Elise, and currently resides in Manhattan.

Education and Training:

BBA Emory University – Concentrations in Finance & Real Estate
Life & Health Insurance
Series 7 and 66 Securities Licensed
CFP®

Community, Charitable, or Professional Organizations:

Business Networking International
Emory Alumni Association – Member

 

Check the background of this investment professional on FINRA’s BrokerCheck.

URL
http://strategiesforwealth.com/associates/andrew-zimmerman/

Registered Representative of Park Avenue Securities and Financial Representative of Guardian.