Matthew T. Zimmermann, CFP®

Associate Financial Advisor

  • Focus: Financial planning
  • Education: Bachelor of Business Administration in Finance, minor in Real Estate, University of Cincinnati
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional
  • One of my life goals is to... learn photography.

Matt is a member of the Wealth Advisory Team and is dedicated understanding clients’ unique goals and objectives, and turning those into personalized solutions throughout all stages of financial life.

Since joining Hamilton Capital in 2015, Matt has been a part of Hamilton Capital’s team-oriented approach to wealth management and is responsible for developing financial plans for clients, including identifying opportunities in retirement saving, cash flow and debt management, tax planning, risk management and estate planning.

Matt is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association.

Bitten by the travel bug

After spending three weeks backpacking through Europe during college, I developed a passion for travel, which continues today. Whether it is trying to visit all 50 or continuing the trek abroad, each trip provides an opportunity to experience new people, cultures and food.