Charles ZimmererJ.D., CPA
Wealth Advisor
Wealth advisor, attorney, and CPA focused on retirement and tax strategy for high-net-worth clients and business owners.
Next step
Explore your questions about retirement planning for high-net-worth individuals
Use a hypothetical illustration to frame your age-and-compensation questions, then bring the assumptions to a conversation with Charles.
About Charles
Charles Zimmerer is a wealth advisor with My Pension Tree, LLC, specializing in retirement and tax strategy for high-net-worth individuals and business owners.
An attorney (J.D., cum laude, University of Florida) and a Florida-licensed CPA, Charles brings more than two decades of combined experience in law and finance. He is a registered investment adviser representative (FINRA CRD# 5969563) with a clean regulatory record, holds the Series 65 license, and is admitted to practice law in Florida, the District of Columbia, New York, and the U.S. Tax Court.
He earned a Bachelor of Science in Finance and International Business from Florida Atlantic University. Charles co-founded Zimmerer & Tecle Private Wealth Management and serves on the boards of the Florida Association of Attorney-CPAs and the Brevard Hispanic Center.
Education
- B.S. Finance & International BusinessFlorida Atlantic University · 2000
- J.D. (cum laude)University of Florida · 2003
Licenses & Credentials
Securities: Series 65
Bar admissions: Florida, District of Columbia, New York, U.S. Tax Court
Professional: Certified Public Accountant (Florida)
Areas of Focus
- Retirement planning for high-net-worth individuals
- Tax planning and tax law
- Cash Balance Pension Plans
- Estate and wealth strategy
- Defined Benefit Plans
Board & Community Service
- Florida Association of Attorney-CPAsBoard Member / EVP
- Brevard Hispanic CenterBoard Member
Next step
Talk through the details with Charles
Questions about staff, plan rules, or tax timing are easier to assess with your own facts in hand. Start with the topic that needs context.
Frequently asked questions
What is Charles Zimmerer's background?+
Charles is a wealth advisor, attorney (J.D.), and Florida-licensed CPA with more than two decades of combined experience in law and finance, focused on retirement and tax strategy for high-net-worth clients and business owners.
How can I verify Charles Zimmerer's credentials?+
Charles is a registered investment adviser representative (FINRA CRD# 5969563 — see SEC IAPD or FINRA BrokerCheck) and a member of The Florida Bar (#662321).
How do tax and legal expertise improve a retirement plan?+
Combining tax, legal, and actuarial perspectives helps structure pension and retirement plans that are both compliant and tax-efficient for your specific situation.
Next step
Choose your next conversation with Charles
Bring your goals and current plan questions to the team. We can explain which assumptions need to be confirmed before a design is considered.