Education & Certifications
BA - Human Resource Management, UW-Milwaukee (Lubar School of Business)
Certified Plan Fiduciary Advisor (CPFA™)
Certified Health Savings Adviser (CHSA®)
Completion of the Retirement Income for 401(k) Plans or RI(k)™ Certificate course
Uniform Investment Advisor Law Exam (Series 66)
Emily Zimmerman
Relationship Manager
CPFA™, CHSA®
As a Relationship Manager, Emily is passionate about empowering organizations and their employees to achieve financial security. She does this by delivering customized retirement plan solutions and education, all with the goal of simplifying the complexities of retirement planning and ensuring participants feel confident in their financial future.
Emily and her husband currently make their home in Milwaukee, where they reside with their cherished rescue golden retriever, Roy.
Industry Start Date:
2009
Spectrum Start Date:
2022
Fun Fact:
When I’m not helping clients, you’ll likely find me on a Peloton ride, running, golfing, or working out—it’s my way of staying sharp and energized.
Embodying Spectrum’s Principles
My goal is to carefully and thoughtfully craft retirement plans alongside my Plan Sponsors. Then instill good investing and savings practices in participants over the 20+ years until I plan to retire. During my long career I’d love to see thousands of participants confidentiality transition to retirement.
If an opportunity arises to create simplicity in the complex environment of retirement plans, I’m eager to ask questions, research, and understand solutions. I’m passionate to make Retirement Plans works best for each individuals’ objectives and goals.
CPFA™, Certified Plan Fiduciary Advisor, certifies that the recipient has the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Emily previously passed the Series 66, Uniform Investment Advisor Law Exam.