Community Involvement

bbbsa
corazon de vida

Meet the Team

Learn more about our passion to help people protect their wealth and invest responsibly.

Andrew J. Zimmer, CIMA®, CSRIC™

Andrew J. Zimmer, CIMA®, CSRIC™

Founder, LPL Financial Advisor

As an advisor, Andrew specializes in portfolio construction and financial planning, helping individuals and corporate 401(k) plans invest responsibly.

More About Andrew
Kevin D. Christensen, CFP®, AIF®

Kevin D. Christensen, CFP®, AIF®

Founder, LPL Financial Planner

Kevin works closely with individuals and business owners in creating financial plans that support their business, retirement, and personal goals.

More About Kevin
Merissa Dandeneau

Merissa Dandeneau

Client Service Associate

Merissa brings 15 years of financial services experience and a strong commitment to delivering high-level client service.
 
More About Merissa

Professional Designations

CFP®

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

CIMA®

The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial professionals seeking to distinguish themselves as advanced investment consultants. CIMA® is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

CSRIC™

The Chartered SRI Counselor™ (CSRIC™) is a unique program for advanced financial planners that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients. The CSRIC™ program provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

AIF®

The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care, pass a comprehensive examination and attest to a Code of Ethics. AIF® designees are qualified to conduct independent fiduciary reviews for nonprofit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals.

CFP®

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

CIMA®

The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial professionals seeking to distinguish themselves as advanced investment consultants. CIMA® is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

CSRIC™

The Chartered SRI Counselor™ (CSRIC™) is a unique program for advanced financial planners that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients. The CSRIC™ program provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

AIF®

The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care, pass a comprehensive examination and attest to a Code of Ethics. AIF® designees are qualified to conduct independent fiduciary reviews for nonprofit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals.

invest responsibly.

GET STARTED