Zimmerman Private Wealth Management

Directions Website Contact the business

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.

10/26/2026

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

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

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
10/24/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

If you died, what would happen to your email archives, social profiles, and online accounts?
10/23/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

10/22/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

10/21/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Concerned about identity theft? Some things to leave at home.
10/20/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

When Should You Claim Social Security? Let's Map Your Strategy
10/19/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/18/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
10/17/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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

Alerts

Be the first to know and let us send you an email when Zimmerman Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Zimmerman Private Wealth Management:

Shortcuts

Share

Category