Salisbury, MD – Comprehensive Financial Solutions (CFS, Inc.) is excited to announce that Bryant Zimmerman, one of our experienced Investment Advisor Representatives, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. With four years of experience in the financial industry, Bryant, based out of the Salisbury office, has continually demonstrated his dedication to providing comprehensive financial planning and delivering exceptional client service.
President and Partner, JD Schroen, CPA, shared his thoughts on Bryant’s commitment: “Bryant’s dedication to his clients and his ability to provide a comprehensive outlook for their retirement goals is truly impressive. His focus on helping clients pursue financial security, along with his strong work ethic, makes him an invaluable member of our team. We are thrilled to celebrate Bryant’s achievement and look forward to his continued success.”
Zimmerman, a graduate of Salisbury University with a bachelor’s degree in finance, specializing in the Financial Planning Track, is deeply rooted in the local community. Born and raised on the Eastern Shore, he is an active member of the Salisbury Lions Club, serving in District 22B. One of his favorite community contributions is volunteering to cook the infamous fried chicken at the County Fair, as well as participating in other local festivals and fundraisers. Zimmerman enjoys spending time with his family, golfing, hunting, and working on his farm.
In addition to his new CFP® designation, Bryant is committed to helping small businesses with retirement planning and providing comprehensive financial solutions for their employees and owners. His dedication to ongoing professional development ensures that he continues to provide the highest level of service and expertise to his clients.
CFS, Inc. looks forward to Bryant’s continued success as a valued member of the team and is excited to see him grow within the firm.
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is one of the most respected credentials in the financial industry. It represents Bryant’s commitment to upholding the highest ethical standards and providing clients with comprehensive, personalized financial advice. Earning this certification requires extensive education, experience, and a rigorous examination process, allowing that CFP® professionals have the knowledge to help clients navigate the complexities of financial planning, retirement strategies, tax planning, and more. This designation underscores Bryant’s ability to provide clients with a well-rounded financial approach, putting their long-term goals at the forefront of every decision.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
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