Summary
Overview
Work History
Education
Skills
Timeline
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Matthew Zimmermann, CFP®

Columbus,OH

Summary

CERTIFIED FINANCIAL PLANNER™ professional with strong client-facing skills and technical expertise. Proven ability to build relationships and provide tailored financial solutions. Committed to continuous learning and professional development to enhance service delivery.

Overview

14
14
years of professional experience

Work History

Client Advisor

The Joseph Group
Columbus, OH
08.2022 - Current
  • Lead advisor on 90 client relationships, with over $150 million in assets under management
  • Create, develop, and communicate wholistic financial plans for clients
  • Tailor investment recommendations to align with client goals and objectives
  • Spearheaded firm-wide integration of planning software Holistiplan to identify tax planning opportunities for clients
  • Developed client-facing assessment tool to promote clarity in financial plans
  • Cultivate new business through existing client relationships and centers of influence

Financial Advisor

Hamilton Capital
Columbus, OH
05.2015 - 07.2022
  • Lead or co-advisor on 185 client relationships with $170 million in assets under management
  • Directly responsible for the development, management, and delivery of all aspects of clients' financial plan
  • Responsible for the recommendation and implementation of clients' investment portfolios

Commercial Real Estate Property Manager

Cushman & Wakefield (formerly DTZ, Inc.)
Columbus, OH
12.2011 - 05.2015
  • Collaborated as part of a five-person team to deliver real estate management services for 2.1 million square feet of Class A office buildings.
  • Assisted in creating an annual revenue budget of $42 million and an expense budget of $20 million.
  • Oversaw project management for tenant improvements and capital expense projects, ensuring timely execution.

Education

CFP® Certification Program -

Ohio State University Fisher College of Business
Columbus, OH
11.2016

BBA - Finance

University of Cincinnati
Cincinnati, OH
06.2009

Skills

  • Financial plan development
  • Asset management
  • Tax optimization
  • Client relationship management
  • eMoney Advisor
  • Holistiplan
  • Orion Advisor Services
  • Tamarac

Timeline

Client Advisor

The Joseph Group
08.2022 - Current

Financial Advisor

Hamilton Capital
05.2015 - 07.2022

Commercial Real Estate Property Manager

Cushman & Wakefield (formerly DTZ, Inc.)
12.2011 - 05.2015

CFP® Certification Program -

Ohio State University Fisher College of Business

BBA - Finance

University of Cincinnati

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