Zeke Zimmerman is a respected financial professional and educator with over seven years of experience providing financial planning strategies to individuals, families, and business owners. Zeke’s focus includes insurance planning, money and wealth management, cash flow planning, business planning and retirement planning. Zeke’s success can be attributed to the relationships he develops with his clients. Satisfied clients speak of his guidance as having helped them focus on their financial health and feel more confident in their family's future.
Zeke’s passion area in his practice is in the realm of special needs financial guidance with an emphasis on ensuring that care can be provided for the entire lifetime of a family member with a physical, mental, cognitive, or developmental disability.
As the parent of an autistic child, Zeke appreciates firsthand the pressures that special needs families face in order to provide for all of their disabled children’s lifetime financial needs while at the same time finding balance with all of the family’s other financial issues and concerns.
To that effect, Zeke often presents to other special needs parents, professionals, and community groups on topics related to special needs planning. This work is coordinated with special needs attorneys, organizations, and service providers in order to ensure that all financial, legal, educational, social, vocational, and healthcare needs can be properly addressed and that eligibility can be maintained for all essential government benefits. His process has helped many families to strategize productively around these otherwise overwhelming challenges.
Zeke lives in Manhattan with his wife, Sheila, and their 3 children, Jacob, Jonathan and Zoe.
- BA, University of Wisconsin
- Masters in Education, Hunter College
- MBA, Cornell University
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA insurance license #0J42074.