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Michael Zimits
Financial & Estate Planning - Asset Protection and Growth - Fintech Advisor
Michael Zimits is a financial services professional specializing in estate planning and intergenerational wealth management for family offices.13 He currently works as an Advisor at the Center for Wealth Preservation / The KAZ Financial Group, focusing on building intergenerational wealth.15
Professional Background
Prior to joining the Center for Wealth Preservation, Michael Zimits worked as a Senior Operations Executive and Leader.3 His experience in the financial industry has equipped him with the skills necessary to provide comprehensive wealth management services to his clients.
Areas of Expertise
Michael Zimits' expertise includes:
- Estate planning
- Intergenerational wealth management
- Family office services
Online Presence
Michael Zimits maintains a professional profile on LinkedIn under the username "mzimits".1 His profile showcases his current role and professional experience in the wealth management industry.
While there are multiple professionals named Michael Zimits on LinkedIn2, the specific profile mentioned in the query belongs to the Michael Zimits working at the Center for Wealth Preservation / The KAZ Financial Group.14
