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Geoffrey Zimmerman
Zimmerman Wealth Advisory Group LLC
Geoffrey Zimmerman
Location:Walnut Creek, CA, 94597
Experience:20+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:AAMS - Accredited Asset Management Specialist
Fee structure(s):Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Geoff is a Certified Financial Planning Practitioner with over 20 years of relevant industry experience. His specialty is working with current and former corporate executives and the complex issues faced by these individuals and their families. Common characteristics of this population include matters related to equity compensation; high marginal income tax brackets; exposure to the Alternative Minimum Tax; complex executive benefit programs, and limited ability to transact company stock.
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