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.

The beans brewed for your morning coffee may have changed hands many times.
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The beans brewed for your morning coffee may have changed hands many times.

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How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
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How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

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Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/14/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Explore how inflation has affected purchasing power over the decades with this historical tool.
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Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

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06/12/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Some simple, inexpensive energy-saving tips that may help you save money.
06/11/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Every year since 1947, the U.S. President pens an economics textbook.
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Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/08/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

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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