Lis Zimmerman CFP®, CASL®, CRPC®

Senior Advisor, Director of Financial Planning

About Lis

Full Bio

What do you like most about being part of O'Brien?

Being a part of clients' lives. Having worked in this firm for almost 30 years, I’ve been with my clients through many life transitions and I now have the privilege of working with many generations of clients.

Can you share one secret to success that has been helpful to you in your career?

Do what you love.

If wealth management were an ocean, what kind of creature would you be?

Sea Dog - more commonly known as Seals. They have the ability to dive to deeper depths, which is exactly what I strive to do with financial planning for my clients. It’s what I enjoy best, uncovering deeper goals. Also, they have the ability to slow their heart rate to conserve oxygen – which comes in handy during hockey tournaments!

What would your co-workers say is your superpower?

My positive energy. I think that energy is contagious. I draw a lot of energy from interacting and connecting with people.

You're a new addition to the crayon box, what color would you be?

Vikings Purple. The Minnesota Vikings were my childhood team, and I like the color purple today because of them. They were fun and exciting to watch even though they made it to four Super Bowls and lost every one of them. I guess I naturally root for the underdog, which is interesting given how competitive I am when I play sports!

Full Bio

Lis was the first employee hired by O’Brien Wealth Partners in 1989. During her almost 30 years with the firm, Lis has been involved in essentially every area of the business. Today she heads our Financial Planning effort and serves as an Advisor for many of our long-term clients. She has a particular passion for retirement planning and shepherding the many decisions this process entails. She is also a member of the O’Brien Investment Committee. Lis is a Certified Financial Planner™, a Chartered Advisor for Senior Living, and a Chartered Retirement Planning Counselor℠.

Lis has an MBA from Simmons School of Management and a BA from the University of Vermont. Lis lives in Arlington with her husband, sports enthusiast son and a 7 year old golden lab named Sam. In her free time, she can be found on an ice rink, a ski slope, a bike path, or the beaches of Martha’s Vineyard.