Advisor at RIO Financial Planning
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Firm
RIO Financial Planning
Location
Portland, OR
Credentials
Series 63, Series 65
Industry experience
15 years
George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.
Based on RIO Financial Planning
Financial planning services hourly fee typically ranges from $75 to $150 per hour; negotiable.
Fee-only: Hourly financial planning fees typically range from $75 to $150 per hour; fees are negotiable and may vary based on client needs and complexity.
Portland, OR
Oregon
Kaiser Permanente
2023 - Present (3 years)
Liberty Mutual
2020 - 2023 (3 years)
Rio Financial Planning, Llc
2019 - Present (7 years)
UNemployed
2018 - 2019 (1 year)
Cuso Financial Services L.P.
2014 - 2018 (4 years)
CUSO Financial Service, LP
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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