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.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. United Capital Financial Advisers, LLC ("United Capital") is a registered investment adviser, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.