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Leuby, Zimmermann Earn CFP® Designation

Jacqueline M. Leuby and Matthew T. Zimmermann have both earned Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards.  


The CFP® designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the highest standard in personal financial planning.

As members of Hamilton Capital's award-winning Wealth Advisory Team, Leuby and Zimmermann work to develop forward-looking financial and investment strategies for the firm’s private and institutional clients.

Leuby received her bachelor’s degree in finance from John Carroll University, with a minor in Spanish. She resides in Grandview Heights.

A Clintonville resident, Zimmerman holds a bachelor’s degree in business administration with a concentration in finance from the University of Cincinnati. 
 

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