Andrew Zimmerman, CFP® in

Andrew Zimmerman, CFP®

Examiner · DISC type cs
Founder & Managing Partner at Tiger Eye Wealth
📍 New York City Metropolitan Area, United States

Andrew Zimmerman is the Founder and Managing Partner of Tiger Eye Wealth, where he specializes in comprehensive financial planning. A Certified Financial Planner® and graduate of Emory Universitys Goizueta Business School, his passion lies in helping clients achieve financial well-being with confidence and clarity.

Outside of his professional life, Andrew resides in Westport, CT, with his wife and two daughters. In his spare time, he is active and enjoys playing pickleball, snowboarding, and spending time at the beach with his family.

He was named one of Forbes Top Best-in-State Financial Security Professionals for 2025.

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Experience
18 Years
Current Role
Founder & Managing Partner
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Andrew shows up

Status Quo Seeker
Unexpressive
Process Oriented

They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Priorities

Topics Andrew cares about

Comprehensive Financial Planning
His entire professional focus is on taking a holistic approach to financial concerns, emphasizing foundational knowledge and cash flow management for his clients.
Family Life
Resides in Westport, CT with his wife, Elise, and two daughters, Harper and Summer. He prioritizes spending time with them at the beach.
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Career

Work history

2-2023
Founder & Managing Partner
Tiger Eye Wealth
12-2008 - 2-2023
Investment Advisor
Strategies for Wealth
1-2008 - 10-2008
Account Executive
Pinecrest National Funding
3-2007 - 6-2007
Financial Research Analyst
Sokolow & Associates, Inc.
10-2006 - 2-2007
Sales Associate
Pegasus Finance & Land Pty. Ltd.
In the press

Media appearances

Andrew Zimmerman - Tiger Eye Wealth - Forbes Profile. Featured in Forbes
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Andrew Zimmerman, CFP - Tiger Eye Wealth. Featured in Tiger Eye Wealth
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Education
2002 - 2006
BBA in Finance & Real Estate
Emory University - Goizueta Business School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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