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STEVEN M. ZIMMERMAN, CFP®, AIF®, ChFC, CLU
President & Senior Consultant
SZimmerman@vfe.net
Graduate of Saint Joseph's University with Bachelor of Science degree with a major in Management.
Graduate of Saint Joseph's University with Masters of Science degree with a major in Financial Services.
Graduate of the University of California Irvine Financial Planning Association CFP® Residency Program.
Licensed as a Certified Financial Planner (CFP®) by the Certified Financial Planner Board of Standards.
Certified as an Accredited Investment Fiduciary® (AIF® ) by The Center for Fiduciary Studies at the University of Pittsburgh.
Certified as a Chartered Financial Consultant (ChFC) by The American College.
Certified as a Chartered Life Underwriter (CLU) by The American College.
Registered with the Pennsylvania Securities Commission as an Investment Adviser Representative.
Successfully completed the following Financial Industry Regulatory Authority (FINRA) Examinations: Uniform Investment Advisor Law (Series 65), Investment Company Products/Variable Contracts Limited Representative (Series 6), and Uniform Securities Agent State Law (Series 63).
Licensed as an agent for life insurance, accident & health insurance, annuities and property/casualty in Pennsylvania, New Jersey, Delaware, California, Connecticut, New York, Florida, Maine, Massachusetts, North Carolina, Ohio, Texas, Virginia, Maryland, Oregon, Washington, Rhode Island, and the District of Columbia.
Employed in the financial services industry since 1983 and with Valley Forge Enterprises, Ltd. since 1987.
Maintains continuing education requirements for above registrations, designations, and licenses.
Member of the American Society of Pension Professionals & Actuaries (ASPPA).
Member of the national and Philadelphia Tri-State Area Chapter of the Financial Planning Association.
Member of the national and Greater Philadelphia Chapter of the Society of Financial Professionals.
Member of the Philadelphia Estate Planning Council.
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