Kevin T. Zimmer is the Founder and President of The Zimmer Financial Group. Raised in the Sacramento, CA area, he now resides in the East Bay area. He founded The Zimmer Financial Group after managing investment programs at banks and credit unions. He has been in the Financial Industry for over 30 years. He is skilled in financial planning, tax and investment management for high-net worth individuals, closely held companies, and their controlling shareholders as well as investments and insurance. Currently, he serves as the Vice President of Relationship Management and Business Development and Wealth Manager powered through LPL Financial. He works with both advisors and clients to pursue their goals. He is registered through LPL Financial and holds his series 7, 63, 65 and 24 securities registrations.
Kevin spent nine years as a sales manager for IFMG Securities and as a Vice President of Managed Accounts for LPL Financial Institution Services, Kevin facilitated the business growth for his programs and financial consultants. This included working with Banks and Credit Unions as their leader.
Kevin is a multitalented Financial Advisor who has spent 33 years committed to providing excellent service to his clients. He exemplifies the kind of fortitude and character crucial for helping clients work toward growing their assets and planning for an independent future, all while providing lifetime financial guidance. He offers a diverse range of knowledge and experience through retirement planning, financial planning, income needs assessments, estate and insurance planning. Today, Kevin, provides sophisticated planning and investment solutions to individuals, families, and companies from design through implementation on a specialized and independent platform.
- Independent, professional investment advice
- “Straight Talk” with clients so they have a great understanding of strategies, planning, and investments
- A needs based approach with clients
- Specific focus on clients and their unique situations
*Kevin has been honored as a 5 Star Advisor Award winner for 2012-2024 in the San Francisco 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 Five Star Wealth Managers 2012-2024.