Sharon S Zimmerman
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Krystal A Garcia
CLU®, ChFC®
Associate Wealth Management Advisor
Originally from Woodlake California, Krystal holds a Bachelor of Science in Business Administration from Sonoma State University. She joined my team right after she graduated from college in June 2015. Since then, she has earned her Life, Accident & Health Insurance licenses, Long Term Care insurance license, FINRA Series 7 & Series 66 licenses, and Chartered Life Underwriter (CLU®) designation.
Krystal’s focus is to help assure that each client’s individual needs are met. Briefly, she specializes in servicing clients with any billing questions, coordination of underwriting, paperwork processing for both insurance and investments, investment trading, and much more.
Outside of work, Krystal enjoys staying active by playing recreational soccer, occasionally hiking the beautiful trails and parks of Sonoma County, and spending time with friends and family.
Sadie, Team Dog
