Advisor at Sterling Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sterling Wealth Management, Inc.
Location
Champaign, IL 61820
Credentials
Series 65
Industry experience
1 year
Pablo Jimenez Zamora is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Sterling Wealth Management, he worked at the University of Illinois at Urbana Champaign, University of Illinois Community Credit Union, and Busey Bank. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.
Based on Sterling Wealth Management, Inc.
Flat fees may apply based on hourly rate for Financial Consulting projects
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$250/hour for Certified Financial Planner professional
Account minimum: $1,000,000 Fee-only: Fee-only private wealth management; fees computed as a percentage of assets under management; no commissions.
301 N. Neil Street, Suite 203
Champaign, IL 61820
Illinois
Sterling Wealth Management, Inc.
2024 - Present (2 years)
Sterling Wealth Management, Inc.
2024 - 2024 (1 year)
University of Illinois at Urbana Champaign
2022 - 2024 (2 years)
University Of Illinois Community Credit Union
2021 - 2022 (1 year)
Busey Bank
2019 - 2021 (2 years)
Student
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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