Adam Zimmerman, ChFC®
Office: (425) 401-7220
Cell: (253) 495-4653
What I do here:
I help people make their money work for them. My expertise is tailoring an exact fit for each family’s strategy and portfolio implementation. My clients want me to make them a reasonable return on investments for the risk each is willing to take. As I introduce clients to Columbia River Advisors, I show how we will create a custom plan for them and power that plan with prudent top-tier investments designed for their specific circumstances. Once we establish the goals, we continue to work together to keep our plan updated and focused with the changes that life brings us over the years.
Why I love my job:
I love my role at CRA because I get the opportunity to meet many wonderful people and help them feel more confident in their futures. Plus, CRA offers such a very high level of support for all of our clients, that I truly enjoy working as a key team member here.
After my career as a US Air Force fighter pilot, which took my family and me all over the world, we are now happily settled in the Seattle area. Here, I have spent over a decade-and-a-half serving families as a Financial Advisor, the first decade in the broker-dealer arena and then in the Investment Advisory role.
I earned the coveted designation of Chartered Financial Consultant from The American College in 2004. Prior to this, I was awarded my Masters of Science degree in Aerospace Science from Embry-Riddle Aeronautical University in 2000, and my Bachelor of Science degree in Astronomy from the University of Massachusetts – Amherst in 1984.
Where I come from:
I was born in Boston and raised in Harvard, Massachusetts. After university, my career took me to many places around the country and the world, such as; all the US Southwest, Idaho, Alabama, Saudi Arabia, Turkey, Italy, and other places around the Middle East and Europe.
A Little Personal:
My wife, Elizabeth and I met while we were both attending the University of Massachusetts. We married after graduation, before entering USAF active duty. Along the way we raised three wonderful children, all of whom are grown and lead happy independent lives. Elizabeth and I live in Renton, WA. We enjoy beaches, family and friend’s barbeques, our lovely garden, very good food, and travel vacations. I also very much enjoy golf and Crossfit.