Broker Check
Andrew Zimmerman, CFP®

Andrew graduated from Emory University’s Goizueta Business School with a Bachelors in Business. After researching several firms in the industry, he found his home at Strategies for Wealth as he felt it is a firm with a truly uncommon view of financial planning.

Andrew takes a comprehensive approach in addressing the financial concerns of his clients. His process focuses on helping them protect and maintain a healthy cash flow through all phases of their lives. With a strong emphasis on protection first planning, Andrew helps enable his clients to build maximum wealth while insulating themselves against major financial threats such as taxes, inflation, lawsuit, death, and disability.

In all aspects of his work, Andrew strives to put his clients’ best interests first. He recognizes the importance of forging client relationships based on honesty and integrity in order to help ensure success and financial well-being for them and their families.  He obtained his accreditation as a CFP® — Certified Financial Planner, Professional in 2013.

In his spare time, he enjoys playing pickleball, snowboarding, and spending time at the beach.  Andrew resides in Westport, CT with his wife, Elise and daughters, Harper and Summer.


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H91065