Matt Zimmerman, CIMA®Vice President
What are three words people use to describe you?
Passionate, genuine, loyal
When you are not working, what do you care about most?
My family is most important to me.
What's your MoneyMind®?
Matt is responsible for applying his in depth experience to help independent advisory firms understand the value of FinLife CX to maximize their business for their clients. He helps RIAs successfully provide what clients value most: on-demand advice and guidance, in an era of advancing technology and fee compression.
Matt has over 15 years of experience in the financial services industry, with roles spanning product development, retail distribution, institutional sales and channel marketing. Prior to joining FinLife Partners, Matt orchestrated the design and build-out of Milliman Financial Risk Management’s first retail platform. In this role, Matt was responsible for the day-to-day management and operations of Milliman’s distribution team, as well as the creation, development, and positioning of each business unit in the marketplace. In so doing, Matt grew assets to over $70B across all channels and products.
Matt and his wife, Katie, have three children and reside in the Chicagoland area.
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