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Linda Z
CFP®
Greenfield, IN
Linda Zimmermann Financial Planning and Counseling
Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.
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