Jason R. Zimmerman* MBA, CLU, CAP

Senior Managing Director & Principal

As one of the Senior Managing Directors and owners of Schechter Wealth, Jason Zimmerman is responsible for helping to define the strategic direction of the firm. Schechter is primarily focused in the areas of Life Insurance based planning solutions, Investment alternatives, and Employee Benefits. He also manages relationships with referring and strategic partners such as insurance professionals, banks, CPA’s and money managers to help further grow our advanced life insurance planning area. In addition, Jason works directly with the firm’s clients and their advisors in the execution of sophisticated solutions in wealth accumulation and preservation, wealth transfer and charitable giving.

Jason has earned designations that help clients with financial planning, income taxation, retirement planning, investments and estate planning. The designations are: The Chartered Life Underwriter (CLU) designation for professionals involved in the areas of estate planning and business succession planning; and the Chartered Advisor in Philanthropy (CAP) designation.

Jason is a graduate of the University of Wisconsin – Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.

Jason and his wife Rachel have three children and a dog and reside in Huntington Woods, Michigan. They are active in numerous community and charitable organizations.

jason@schechterwealth.com