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Top 30 financial advisors of 94 near 93455
Out of 400,000+ nationwide
Eric B
CFP®, Series 66
Santa Maria, CA
Edward Jones
Elise E
Series 66
Grover Beach, CA
Edward Jones
Steven F
Series 66
Nipomo, CA
Edward Jones
Brett Z
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Jefferson L
Series 66
Santa Maria, CA
Edward Jones
Zachary S
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
John C
Series 63, Series 65
Arroyo Grande, CA
Influx Capital Management
Trent B
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Alexander K
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Irene T
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
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Top 30 financial advisors of 94 near 93455
Out of 400,000+ nationwide