Sara Hostalet
CFP®, CFA®
Zimmerman Wealth Management, LLC
Associate Fiduciary Wealth Advisor
Sara Hostalet
CFP®, CFA®
Zimmerman Wealth Management, LLC
Associate Fiduciary Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sara Hostalet, CFP®, CFA®
Fee-Only financial planner located in Evanston, IL, serving clients locally and across the country
Sara Hostalet is an Evanston, IL fee-only financial advisor serving clients locally and across the country. Zimmerman Wealth Management, LLC provides comprehensive financial planning and investment management to help high-net worth and ultra-high-net worth families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sara Hostalet is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joining in 2021, Sara Hostalet is the latest addition to the Zimmerman Wealth Management, LLC team. Since receiving her first financial calculator at the age of 11, Sara has been passionate about finance. She began her career at Fairpointe Capital in 2011, where she progressed through a variety of roles including Research Analyst. Most recently she served as Manager of Institutional Clients and Investor Relations at Ariel Investments.
Through her decade of experience in the investment management industry, Sara has gained a deep understanding of the equity markets. Add to that her strong skill set, and she provides a unique perspective to help us design strategies that keep clients on the pathway to achieving their long-term goals.
Sara earned a BA in Economics at Emory University. She is a Chartered Financial Analyst (CFA) Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner.
Sara is active in a number of organizations, including Rock the Street, Wall Street, an organization which encourages and mentors young women to pursue a career in finance while learning about investments in real life situations. An Evanston native, Sara lives in Chicago and enjoys hiking with her labradoodle, woodworking and the Chicago Cubs.
Sara Hostalet 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
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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Sara Hostalet is a NAPFA AssociateThe 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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Sara Hostalet 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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Sara Hostalet is a holder of the right to use the Chartered Financial Analyst® designationThe 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.
Contact Sara Hostalet
Office Locations:
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500 Davis Street
Evanston, IL 60201
