A Chicagoland native, Dan joined Zimmerman Wealth Management, LLC in 2018. Prior to ZWM, Dan developed a passion for helping clients achieve their financial goals as a Financial Coach at Next Door, a part of the research division of State Farm, for 3 years. Before State Farm, Dan worked in equity research at Morningstar, Inc. for 4 years. Dan is focused on demystifying finances through unbiased, individualized solutions, which help clients make the best long-term decisions.
Dan has been a Chartered Financial Analyst (CFA®) Charterholder since 2016 and received the CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2018. He previously held Illinois insurance licenses in Fire, Casualty, Life and Health, as well as the FINRA Series 6 license while at his prior positions.
Dan supports and has volunteered for several community organizations, including previously serving as an Associate Board Member of One Million Degrees (OMD). OMD is a non-profit based in Chicago that assists low-income students succeed in school, work, and life. Dan has also provided investment seminars at Walter Payton High School, Northwestern, University of Illinois at Chicago, and other local schools. He is an active member of the Chicago CFA Institute and the Financial Planning Association (FPA).
Dan lives in Northbrook with his wife and two young daughters, and together they enjoy traveling, board games, and spending time with friends and family.