Steven Zimmerman (CFP®, ChFC®)

Steven Zimmerman focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Steve is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio analysis. He has also attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and is especially adept at interpretation and analysis of all of the related financial issues both analytical and behavorial that affect the ultimate outcome. He collaborates with Susan Zimmerman who is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC) and the author of books and supporting materials on financial psychology and moving through difficult transitions. Thousands have attended her workshops and used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication.

Additional Information

"Mindful" means attentive and aware, which is what we help you create in your life and financial planning decisions. Your Mindful Asset Plan combines both financial and human assets which includes all types of tangible and human assets such as family and career achievement, life experience, and alternatives that result from accumulation of wealth. These are factored into all actions recommended for you. Find more about seminars and therapeutic growth programs at http://www.mindfulactionplanning.com/coaching-programs.html