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.

Do you know how missing the best and worst market days might affect your portfolio?
07/20/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
07/19/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

What did it take to become the richest man in Babylon?
07/18/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Learn more about whether you need to pay estimated taxes.
07/17/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
07/16/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
07/15/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Check out this informative video on bull and bear markets to better understand how the stock market works!
07/14/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/13/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
07/12/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
07/11/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Address

3111 Camino Del Rio N, Ste 400
San Diego, CA
92108

Opening Hours

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

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