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Our Other NAPFA Members
Louisville, KY 40207
Lexington, KY 40509
Jerome Zimmerer is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jerry Zimmerer is a Fee Only Financial planner in Louisville,
Educational Background and Business Experience
Jerome G. Zimmerer (year of birth 1952) is Vice-President/Chief Compliance Officer and Senior Advisor with D. Scott Neal, Inc.
Over the past 30 years, Jerry has acquired a broad base of experience in the financial services industry. While in public accounting, he was exposed to a large variety of clients from diverse industries which provided invaluable insight into the tax and financial planning issues of small business owners and executives.
Jerry earned his Bachelor’s Degree from Bellarmine University, where he has also served as a part time faculty member in the past. He has had articles published in Business First and the Courier Journal and has conducted financial planning seminars for businesses and organizations throughout the state.
Jerry is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner (CFP®). He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the American Institute of CPA’s (AICPA), and the Kentucky Society of CPA’s.
He has generously given back to the local community by serving on numerous boards and committees of not-for-profit organizations. He currently spends his free time with his family of six children and two grandchildren and as an active leader in the Boy Scouts in the Louisville area.
Call him at (800) 344-9098 or reach him by e-mail at email@example.com.
A CPA is a Certified Public Accountant. In 1976, when Jerry earned the CPA certificate, CPA candidates were required to pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting in the state of Kentucky. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. Kentucky required at least a bachelor’s degree and at least two years public accounting experience. As a CPA in industry in Kentucky, Jerry is required to obtain 60 hours of continuing professional education every two years.
The PFS designation is granted exclusively to CPA’s with the combination of extensive tax expertise and comprehensive knowledge of financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPA’s), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) attain 2 years of full-time business or teaching experience in the area of Personal Financial Planning and (5) pass a PFP examination. In 1996, CPA’s were designated a PFS without the examination.
The CFP designation is granted by the Certified Financial Planner Board of Standards, Inc. (the “Board”). To attain the designation, the candidate must complete the required educational, examination and experience requirements set forth by the Board. Qualifying experience includes work in the area of the delivery of the personal financial planning process to clients, the direct support or supervision of others in the personal financial planning process, or teaching all, or any portion, of the personal financial planning process. As a CFP, Jerry is required to obtain 30 hours of continuing professional education in targeted subjects every two years.