Meet Andrew Zimmer

Andrew J. Zimmer, CIMA®, CSRIC™

Founder, lpl Financial Advisor

Andrew is a founder and financial advisor at Aligned Financial Planning, focused on ESG and sustainable investing, primarily working with individuals and corporate 401K plans. Driven by a passion for financial literacy and responsible investing, to protect the environment and promote equity for all, Andrew specializes in growing multigenerational wealth through customized investment planning. He is keenly skilled in asset allocation, building teams of professional advisors (accountants, attorneys, agents, etc.), and translating complex financial jargon into plain English.

Prior to founding Aligned Financial Planning, Andrew launched his career as a derivatives trader in Chicago, in 2006. As a trader during the financial crisis, he gained extensive experience navigating turbulent markets and began helping others pursue their financial goals through private wealth management in 2013.

In his spare time, Andrew enjoys spending time outdoors exploring all the elements. You may run into him on your way up the mountaineer’s route at Mt. Whitney, as he’s an avid backpacker, or 100’ ft under water as a licensed scuba diver. Andrew also frequents orphanages in Baja, Mexico, spending time with the children and supporting the foundation, Corazon de Vida. 

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Meet Andrew Zimmer

Andrew Zimmer

Andrew J. Zimmer, CIMA®, CSRIC™

Founder, Financial Advisor

Andrew is a founder and financial advisor at Aligned Financial Planning, focused on ESG and sustainable investing, primarily working with individuals and corporate 401K plans. Driven by a passion for financial literacy and responsible investing, to protect the environment and promote equity for all, Andrew specializes in growing multigenerational wealth through customized investment planning. He is keenly skilled in asset allocation, building teams of professional advisors (accountants, attorneys, agents, etc.), and translating complex financial jargon into plain English.

Prior to founding Aligned Financial Planning, Andrew launched his career as a derivatives trader in Chicago, in 2006. As a trader during the financial crisis, he gained extensive experience navigating turbulent markets and began helping others pursue their financial goals through private wealth management in 2013.

In his spare time, Andrew enjoys spending time outdoors exploring all the elements. You may run into him on your way up the mountaineer’s route at Mt. Whitney, as he’s an avid backpacker, or 100’ ft under water as a licensed scuba diver. Andrew also frequents orphanages in Baja, Mexico, spending time with the children and supporting the foundation, Corazon de Vida.

 

Check the background of this investment professional on FINRA’s BrokerCheck.