Kevin T. Zimmer has been advising clients for 24 years. Currently, he serves as the Vice President of Relationship Management and Business Development for the West Coast Territory for Financial Resources Group (FRG) and LPL. He is registered through LPL Financial and holds his series 7, 65 and 24 securities registrations.

Kevin spent nine years as a sales manager for IFMG and LPL Financial. As a Vice President of Managed Accounts for LPL Financial Institution Services, Kevin facilitated the business growth for his programs and financial consultants.

Kevin has spent 24 years as a Financial Advisor. He has a passion for helping clients work toward growing their assets and planning for a secure future, while providing lifetime financial guidance. He offers a diverse range of knowledge and experience through retirement planning, financial planning, income needs assesments, estate and insurance planning.

• Independent, professional investment advice
• “Straight Talk” with clients so they have a great understanding of strategies
• A trusting, needs based approach with clients
• Specific focus on clients and their unique situations

Kevin has been honored as a 5 Star Advisor Award winner annually since 2012 in the San Francisco East Bay area. Raised in the Sacramento, CA area, he now resides in the East Bay area.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2012/2013/2014/2015/2016/2017} Five Star Wealth Managers.