Robert D. Zimberg
FINANCIAL MOUNTAIN
Boulder, CO 80302
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CRD#: 4349021
Professional summary
Robert David Zimberg, CFP® is a registered financial advisor currently at FINANCIAL MOUNTAIN INC located in Boulder, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 1 firm .
Biography
Robert Zimberg attended the University of Colorado at Boulder. He later received his Certified Financial Planner Designation in November of 1992. Mr. Zimberg also earned his Certified College Planning Specialist (CCPS) designation from the NICCP in 2009.
Robert has been practicing Aikido for over 30 years and has been an instructor for over 15 years. More recently he has taken up the practice of Tai-Chi and Qi-Gong.
In his free time, Robert enjoys skiing, golfing and spending time in Hawaii. He has a strong affinity for red wines, and especially enjoys a nice Pinot Noir.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Insurance Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Special Needs Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert David Zimberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
January 14, 2021 - Present
FINANCIAL MOUNTAIN INC
Office #1: 1035 Pearl Street Suite 414, Boulder, CO 80302RIA
CRD#: 108489
Boulder, CO
Past
January 1, 1999 - December 31, 2020
FINANCIAL MOUNTAIN INC
RIA
CRD#: 108489
BOULDER, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/14/2021)
Exams
Current Firm
FINANCIAL MOUNTAIN INC
FINANCIAL MOUNTAIN INC
CRD#: 108489 / SEC#: 801-44517
RIA
Registered Investment Advisory firm - (8/30/2012 Terminated)Colorado
Registered Investment Advisory firm - (6/14/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1035 Pearl Street Suite 414, Boulder, CO 80302
Mailing Address
Po Box E, Boulder, CO 80306-1236
Phone number
(303) 351-1517
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 93,592,854 |
Red Flags
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