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

Zimmerman Private Wealth Management

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United States
San Diego, CA
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 and 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.

11/03/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

11/02/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

11/01/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

10/31/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/30/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

10/29/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

10/28/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

10/27/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

10/26/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

10/25/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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

Website

http://www.zimmermanpwm.com/

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