Dan Wood
CFA®, CFP®
Zimmerman Wealth Management
Financial Wealth Advisor
Dan Wood
CFA®, CFP®
Zimmerman Wealth Management
Financial Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased, customized financial solutions to help you achieve your goals. - Dan Wood, CFA®, CFP®
Dan Wood is a fee-only financial planner located in Evanston, IL, serving clients locally and across the country
Dan Wood is a Evanston, IL fee-only financial planner. Zimmerman Wealth Management, LLC provides comprehensive financial planning and investment management to help high-net worth and ultra-high-net worth families to help them organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Wood is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A Chicagoland native, Dan Wood joined Zimmerman Wealth Management, LLC in 2018. Prior to ZWM, Dan developed a passion for helping clients achieve their financial goals as a Financial Coach at Next Door, a part of the research division of State Farm, for 3 years. Before State Farm, Dan worked in equity research at Morningstar, Inc. for 4 years. Dan is focused on demystifying finances through unbiased, individualized solutions, which help clients make the best long-term decisions.
Dan has been a Chartered Financial Analyst (CFA®) Charterholder since 2016, and received the CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2018. He previously held Illinois insurance licenses in Fire, Casualty, Life and Health, as well as the FINRA Series 6 license while at his prior positions.
Dan supports and has volunteered for several community organizations, including previously serving as an Associate Board Member of One Million Degrees (OMD). The Associates Board strives to increase awareness and provide support for the philanthropic work of the organization. OMD is a non-profit based in Chicago that assists low-income students succeed in school, work and life. Dan has also provided investment seminars at Walter Payton High School, Northwestern, University of Illinois at Chicago, and other local schools. He is an active member of the Chicago CFA Institute and the Financial Planning Association (FPA).
Dan lives in Northbrook with his wife and two young daughters and together they enjoy traveling, board games, and spending time with friends and family.
Dan Wood is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Zimmerman Wealth Management, LLC (ZWM) is a fee-only SEC Registered Investment Advisor. We pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary “Wealth management” goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.
Our primary focus is to help individuals and families reach their life goals by developing strategies and programs that help them achieve their financial goals. Our personalized service and commitment to the highest professional standards and practices allow us to offer expansive and flexible wealth management options. Our programs provide a complete picture of your financial status with quarterly reports designed to keep you abreast of your investments and move you closer to your goals. The growth of our business relies solely on referrals from our client base and those professionals who know our work. Most of our clients are so happy with our level of personal services and expertise that they are pleased to recommend us to their friends, when given the opportunity.
Tom Zimmerman, principal and founder of ZWM, has over 30 years of experience as an advisor and Certified Financial Planner. He and his team are standing by to help you reach your life and financial goals. Please feel free to use this site to help you gauge whether our fiduciary wealth management services suit your money management needs. We’re sure that we’ll be able to draw a complete financial roadmap designed to meet your future financial objectives. And we do so with more flexibility and personalized service that might be available from other advisors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Financial Independence Planning
- Charitable Giving
- Risk Management
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dan Wood is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Dan Wood is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dan Wood is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Dan Wood is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Dan Wood is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Dan Wood
Office Locations:
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500 Davis Street
Suite 1005
Evanston, IL 60201
