Do you know how much you currently pay in fees?
Matt Zimmermann, CFP®
As a Financial Advisor, I build meaningful, long-term relationships with clients by serving as a trusted and consistent resource for financial guidance. I help clients make informed decisions with confidence, keeping their unique goals and long-term financial success at the center of every conversation.
Personal Mission
To live a rewarding life surrounded by family and friends.
What I Love About PDS
The daily opportunity to utilize my skills and knowledge to make a meaningful and lasting impact on our clients’ lives.
Education
Bachelor of Business Administration in Finance, University of Cincinnati
Certifications
CERTIFIED FINANCIAL PLANNER® (CFP®)
About Me
I am a lifelong Columbus native, who has settled in Clintonville, with my wife, Lily, and our two children, Evelyn and Lucas. Outside of the office, my time is often spent shepherding our school-age children to practice and games, school events, or just their generally growing social calendar! In my free time, I enjoy catching a local sporting event, playing golf, trying out the many Columbus area restaurants with family and friends, or relaxing and reading a book.
