Jerome Zimmerer (BA, CFP®, CPA/PFS)


Jerome Zimmerer focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Additional Information
NAPFA Start Date
October 12, 2001