Mr. Charles Zimmerer is the Co-Founder, a Wealth Advisor at Zimmerer and Tecle Private Wealth Management, and the Co-Founder of My Pension Tree, LLC. With a diverse background in finance, law, and taxation, he provides strategic investment management, estate planning, and tax advisory services for high-net-worth individuals and families.

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Born in Salisbury, Maryland, Charles majored in Finance and International Business at Florida Atlantic University, earning his Bachelor of Science degree in 2000. He later obtained his Juris Doctor, Cum Laude, from the University of Florida’s Frederic G. Levin College of Law in 2003. In 2007, he became eligible to sit for the CPA exam and was licensed as a Certified Public Accountant (CPA) in Florida. He also obtained his Uniform Investment Adviser Law license in 2013.

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Mr. Zimmerer has extensive experience in IRS defense, tax planning, and asset protection, making him a key resource for clients looking to preserve and grow their wealth.