Financial Planners & Asset Management
I am an established Certified Financial Planner Practitioner in the San Francisco Bay Area community with a high level of expertise in all the major areas of financial planning. My passion is serving a core group of clients on an ongoing basis with financial planning and investment advisory services. The clients I enjoy serving share some common characteristics. If the following description sounds like you, I welcome an opportunity to connect:
You Appreciate Relevant Expertise
• You trust your professional team to understand your goals and circumstances, help you evaluate your options, think two steps ahead, and make timely recommendations
• The work your team does for you helps you make informed choices while understanding the implications of your decisions
You are Goal Oriented
• You want professional expertise to help you get what's important to you, and you want to know what you need to do to get there.
• You recognize there may be opportunities and hazards ahead that are not readily apparent.
• Once you have a plan in place, you will implement it
You Prefer to Exercise Executive Oversight
• Your time is valuable. You leverage your time by seeking expert advice and by delegating work to others to help free your time for other, more desirable, rewarding or interesting pursuits.
If this sounds like you, I invite you to learn more by visiting my website www.ZimWAGs.com or contact me to schedule an introductory conversation.