Zimmerman Private Wealth Management

Zimmerman Private Wealth Management Financial Planning, Retirement Income Planning, Education LIC # 0E43740





Welcome! Member FINRA/SIPC.

Brian Zimmerman
Zimmerman Private Wealth Management
Financial Advisor

3111 Camino Del Rio North suite 400
San Diego, CA, 92108
Phone: 619-528-2205
Fax: 619-528-2206
[email protected]
www.Zimmermanpwm.com
CA INS. As a financial planner, I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money an

d help achieve more of your financial goals. Most importantly, I work hard to help my clients have enough income in retirement to maintain the two most important things in retirement----their independence and their dignity. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please feel free to contact me. Specialties: Investment Management and Retirement Income Planning


Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Zimmerman Private Wealth Management and IFG are unaffiliated entities. For state licensing information please visit www.zimmermanpwm.com

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Test your estate strategy knowledge with this short quiz.
09/09/2026

Test your estate strategy knowledge with this short quiz.

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09/08/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/07/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
09/06/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

There are many factors to consider before tapping retirement money to pay for college.
09/05/2026

There are many factors to consider before tapping retirement money to pay for college.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Children with special needs may need ongoing help after their parents are gone.
09/04/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you know the difference between a credit lock and a credit freeze?
09/03/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Health-care coverage (including Medicare) typically does not cover extended medical care.
09/02/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
09/01/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Address

12636 High Bluff Drive Suite 400
San Diego, CA
92130

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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