AJ Zimmerman, CFP®

Senior Associate

Castleton

Client Advisory

Biography

AJ is a Senior Associate in the Indianapolis office. In this role, he is passionate about helping individuals better understand their complete financial picture for themselves and their families. AJ focuses on providing objective financial advice with a holistic approach to financial planning.

Prior to joining Cerity Partners, AJ was a Wealth Planner at ARGI Financial Group. Before ARGI, he spent two years as a Financial Advisor at a major broker-dealer. AJ came to the financial planning industry after eight years of teaching.

AJ enjoys spending time with his family outdoors, golfing, and drinking good coffee.

Education

  • B.S. in Education from Grace College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Volunteer board member for a number of local organizations, including the United Way, Chamber of Commerce, and the Kiwanis

Connect with AJ

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