Connor Zimmer, CFP®
Planning and Investment Associate
Connor joined Summit Wealth Group in March of 2020 as a Planning and Investment Associate. He has over 3 years of experience in the financial industry, having worked previously as an Associate Advisor at a small firm in Boulder and a Credit Analyst through his last few semesters of college.
Connor graduated from Colorado State University in 2018 with a concentration in Financial Planning and holds the FINRA Series 6, 7, 63 and 65 registrations. In October of 2020, Connor achieved a major professional goal of his by earning the CERTIFIED FINANCIAL PLANNERTM certification. Being a CFP® professional means Connor is better equipped to serve the needs of Summit's clients.
Outside of the office Connor likes to get outside either by camping, hiking, or playing sports with friends. He also enjoys reading, traveling, and spending time with his family in Longmont where he grew up.