Charles Zimmerer, Esq., CPA – Director of Advanced planning

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Charles Zimmerer, Esq., CPA

Mr. Charles Zimmerer joined Anthem Advisors in February 2018. Mr. Zimmerer was born in Salisbury, Maryland. Majoring in finance and international business, he graduated with a Bachelor of Science degree from Florida Atlantic University in May 2000. Thereafter, he graduated from the University of Florida’s Frederic G. Levin College of Law in May 2003 with a Juris Doctor Cum Laude and obtained his Uniform Investment Adviser Law license in securities to provide investment advice in 2013.

Charles served as a criminal prosecuting attorney until 2007, when he became eligible to sit for the CPA examination and was licensed as a Certified Public Accountant in Florida. Prior to joining the team at Anthem, he practiced international tax law in his private practice on Brickell Key. Mr. Zimmerer is experienced in IRS defense, tax and estate planning. His expertise is welcomed on the Wealth Management Team at Anthem Advisors.