Robert Zimberg (CCPS®, CFP®)

Robert Zimberg focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Financial Mountain Inc. is a Wealth Management Firm that manages all aspects of one’s financial situation. FMI utilizes all types of growth strategies and financial investments to help our clients reach their financial goals. FMI’s registered investment advisors are fiduciaries who utilize modern analysis tools to ensure the maximum potential of all investments. FMI has over 25 years of experience in Wealth Management and offers Fee-only planning services.

 
At Financial Mountain, we believe in honesty, security, and transparency. All assets are held at a third-party custodial firm. Client statements are delivered to the clients directly from the custodian and quarterly statements are provided from FMI. This ensures the security of your assets while alleviating the concern for fraud. This structure creates a system of checks and balances and lets you worry about the important things in life. 

Additional Information

Robert Zimberg attended the University of Colorado at Boulder. He later received his Certified Financial Planner Designation in November of 1992. Mr. Zimberg also earned his Certified College Planning Specialist (CCPS) designation from the NICCP in 2009.
 
Robert has been practicing Aikido for over 30 years and has been an instructor for over 15 years.  More recently  he has taken up the practice of Tai-Chi and Qi-Gong.
 
In his free time, Robert enjoys skiing, golfing and spending time in Hawaii. He has a strong affinity for red wines, and especially enjoys a nice Pinot Noir.
 
 

NAPFA Start Date

July 07, 1994

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This Office

PO Box E Boulder, CO 80306-1236 Phone: (303) 442-4390 Fax: (303) 484-7025