Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 215 Western Ave, Petaluma, CA 94952
- Phone
- (415) 425-1833
- Website
- Searching the web…
- County
- Sonoma County
Hours
- Monday: 6:30 AM–5 PM
- Tuesday: 6:30 AM–5 PM
- Wednesday: 6:30 AM–5 PM
- Thursday: 6:30 AM–5 PM
- Friday: 6:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning in Petaluma? Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA offers personal financial guidance designed around the needs of business owners and CEOs.
We help clients in Petaluma and across Sonoma County organize their finances, plan for the future and make confident decisions about their wealth. Our work centers on the particular challenges business owners and executives face, from balancing company and personal finances to planning for transitions and long-term goals.
We take the time to understand each client's situation so our recommendations fit their priorities.
To start a conversation about your financial plans, call or stop by our office.
We help clients in Petaluma and across Sonoma County organize their finances, plan for the future and make confident decisions about their wealth. Our work centers on the particular challenges business owners and executives face, from balancing company and personal finances to planning for transitions and long-term goals.
We take the time to understand each client's situation so our recommendations fit their priorities.
To start a conversation about your financial plans, call or stop by our office.