We are happy to welcome a new addition to our firm: Dan Wood joined Zimmerman Wealth Management, LLC this week as a Financial Planning Associate. Dan’s experience and education are outstanding additions to ZWM. His background with Morningstar Inc. and State Farm Insurance gives him a broad overview of what financial planning and investment planning look like in the real world. He is a Chartered Financial Analyst (CFA®) Charterholder, and will fully qualify for his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation later this year.
Dan holds Illinois insurance licenses in Fire, Casualty and Life & Health. As in the past, we will not sell any insurance products, but Dan’s experience and expertise helps to expand and deepen our knowledge-base in these areas. Additionally, he held the FINRA Series 6 license while at his prior positions.
Dan lives in Chicago with his wife and together they enjoy traveling, board games, and spending time with friends and family.
Dan says that he is “focused on demystifying finances through unbiased, individualized service, which helps clients make the best long-term decisions.” That pretty much sums up what we have been about at ZWM since we opened the doors over 15 years ago!
You will see Dan’s biography on our website, and meet him when you come to see us. Please join me in welcoming Dan Wood to ZWM.
As always, please feel free to contact us with any questions.