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Geoff Zimmerman [0056]

Geoff Zimmerman [0056]

Ratings: (0)|Views: 4|Likes:
Published by Mitchell Davis
20620 Happy Valley Road, Suite 100 / Lafayette, CA 94549
140 Geary St. 6th Floor / San Francisco, CA 94108
415‐788‐1952 / www.MosaicFP.com / Geoff@MosaicFP.com
Geoff Zimmerman
Geoff is a Senior Client Advisor and CFP® professional,
serving clients who appreciate a collaborative and holistic
approach to making financial decisions, and who prefer to
delegate the day to day supervision and administration of
investment management operations. While advising a
wide variety of clients, Geoff specializes in corporate
equity compensation making him a particularly valuable
resource for high level corporate executives and their
professional advisor teams
Community Service, Leadership Roles and Memberships:
Geoff is active in the Estate Planning Council of Diablo
Valley; the Rotary Club of Lafayette, and the Financial
Planning Association. He is also a member of the CalCPA
Society and the BMW Car Club of America
Education:
BA, Economics and Mathematics, UC Santa Barbara
Certificate in Personal Financial Planning, UC Berkeley
Extension, Awarded with Distinction
MOSAIC FINANCIAL
PARTNERS, INC
Mosaic Financial Partners’ advisors
provide caring, knowledgeable,
financial planning and investment
management solutions to help
clients attain their lifetime goals.
An independent, fee‐only firm,
committed to helping businesses,
families, and individuals in the Bay
Area.
Mosaic's integrated team of 10
CFP® professionals has over 175
years of experience and helps our
clients make good personal
financial decisions, empowering
them to achieve their dreams.
The Mosaic Team –
A unique blend of seasoned
professionals helping you
shape the future you desire
Your Vision Your Wealth Your Life
"At Mosaic, we believe all things are
possible if you have the audacity and
courage to determine what you really
want out of life."
Mosaic Services:
Comprehensive Financial Planning
Investment Management
Family Business Succession and Consulting
20620 Happy Valley Road, Suite 100 / Lafayette, CA 94549
140 Geary St. 6th Floor / San Francisco, CA 94108
415‐788‐1952 / www.MosaicFP.com / Geoff@MosaicFP.com
Geoff Zimmerman
Geoff is a Senior Client Advisor and CFP® professional,
serving clients who appreciate a collaborative and holistic
approach to making financial decisions, and who prefer to
delegate the day to day supervision and administration of
investment management operations. While advising a
wide variety of clients, Geoff specializes in corporate
equity compensation making him a particularly valuable
resource for high level corporate executives and their
professional advisor teams
Community Service, Leadership Roles and Memberships:
Geoff is active in the Estate Planning Council of Diablo
Valley; the Rotary Club of Lafayette, and the Financial
Planning Association. He is also a member of the CalCPA
Society and the BMW Car Club of America
Education:
BA, Economics and Mathematics, UC Santa Barbara
Certificate in Personal Financial Planning, UC Berkeley
Extension, Awarded with Distinction
MOSAIC FINANCIAL
PARTNERS, INC
Mosaic Financial Partners’ advisors
provide caring, knowledgeable,
financial planning and investment
management solutions to help
clients attain their lifetime goals.
An independent, fee‐only firm,
committed to helping businesses,
families, and individuals in the Bay
Area.
Mosaic's integrated team of 10
CFP® professionals has over 175
years of experience and helps our
clients make good personal
financial decisions, empowering
them to achieve their dreams.
The Mosaic Team –
A unique blend of seasoned
professionals helping you
shape the future you desire
Your Vision Your Wealth Your Life
"At Mosaic, we believe all things are
possible if you have the audacity and
courage to determine what you really
want out of life."
Mosaic Services:
Comprehensive Financial Planning
Investment Management
Family Business Succession and Consulting

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Published by: Mitchell Davis on May 02, 2013
Copyright:Attribution Non-commercial

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04/28/2014

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