Meet Andrew Zimmer

Andrew J. Zimmer, CIMA®, CSRIC™

Founder, lpl Financial Advisor

Andrew is a founder and financial advisor at Aligned Financial, focused on ESG and sustainable investing, primarily working with individuals and corporate 401K plans. Driven by a passion for financial literacy and responsible investing, to protect the environment and promote equity for all, Andrew specializes in growing multigenerational wealth through customized investment planning. He is keenly skilled in asset allocation, building teams of professional advisors (accountants, attorneys, agents, etc.), and translating complex financial jargon into plain English.

Prior to founding Aligned Financial, Andrew launched his career as a derivatives trader in Chicago, in 2006. As a trader during the financial crisis, he gained extensive experience navigating turbulent markets and began helping others pursue their financial goals through private wealth management in 2013.

In his spare time, Andrew enjoys spending time outdoors exploring all the elements. You may run into him on your way up the mountaineer’s route at Mt. Whitney, as he’s an avid backpacker, or 100’ ft under water as a licensed scuba diver. Andrew also frequents orphanages in Baja, Mexico, spending time with the children and supporting the foundation, Corazon de Vida. 

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Meet Andrew Zimmer

Andrew Zimmer

Andrew J. Zimmer, CIMA®, CSRIC™

Founder, Financial Advisor
As a Certified Investment Management Analyst®, Andrew heads up Aligned Financial’s Investment Committee which addresses changes to client strategies, portfolio performance, asset allocation, economic outlook and regulatory changes. Andrew delivers a wealth of experience and knowledge to our clients as he specializes in:

  • Corporate Executive Planning (stock options & concentrated stock planning)
  • Investment & Portfolio Analysis
  • Socially Responsible Investing (ESG)

Andrew began his career in the interest rate futures market as a trader in Chicago, focusing on Treasury bonds and Eurodollars. He has been working with clients in the high-net-worth financial planning arena since 2013. Andrew holds additional securities registrations through LPL Financial, as well as life, health, annuity and long-term care insurance licenses (California Insurance License #0K29114).

Outside the office, Andrew and his wife Tara enjoy traveling to Mexico and supporting numerous charitable organizations. Through their involvement with the local organization Corazon de Vida, they have helped feed, fund and love the children at Rancho de Los Ninos, about 2 hours south of San Diego. They also travel further south, building homes for families in need with another local organization, Baja Bound.

Check the background of this investment professional on FINRA’s BrokerCheck.