Why Use This Tool?

At Mosaic Financial Partners, Inc. our mission is to improve our clients' lives by providing caring, knowledgeable financial advice and individualized solutions that enable clients to attain their lifetime goals and aspirations.

There are many pieces to one's financial life. To achieve one's goals, these pieces must come together, like a mosaic, to form an integrated picture that will give the clarity and confidence needed for financial peace of mind.

Financial planning is a life-time process that addresses your ever-changing circumstances and is the foundation for our advice and service to our clients. We are a partner in this process - a partner who is sensitive to our clients' needs, who honors our clients' confidentiality and upholds the highest ethical standards.

We are proud that for over a decade members of our advisor team have been consistently named by Worth magazine, Medical Economics and others as being among the very best financial advisors in the country. We strive to bring this level of excellence to each client we serve.

Mosaic Financial Partners is a leading provider of fee-only financial planning and investment management services to corporate executives, professionals and business owners. Prospective clients who seek an integrated approach to financial planning and investment management from a firm widely recognized for its quality and expertise are welcome to call us for more information, or to set up an introductory meeting.

Geoffrey M. Zimmerman (Geoff) is currently a Senior Client Advisor with Mosaic Financial Partners, Inc and has been with Mosaic since 2007, serving as the lead advisor for a select number of clients. In addition to his client advisory role, Geoff also serves as Mosaic's Chief Compliance Officer, and has management responsibility for Mosaic's East Bay office, located in Lafayette, Ca.



Geoff's experience in the financial services industry began in 1988 and his career in financial planning in 1994 with IDS Financial Services (which later became American Express Financial Advisors) where he learned the financial planning process. Geoff joined Charles Schwab & Co in 1996 as an Investment Consultant and progressed to become Schwab’s Regional Financial Planner for the San Francisco Bay Area in 2000 while becoming certified as an Accredited Asset Management Specialist (AAMS) and a Certified Financial Planner (CFP).



As Geoff's career progressed, he developed expertise in the niche market of equity compensation (corporate stock options, restricted stock, and similar financial instruments). This expertise led to a two-year position with Wells Fargo beginning in 2005 to design, test and roll out financial planning services related to equity compensation and to train selected advisors at Wells to deliver these services to their clients.

Though the time at Wells Fargo was well spent, Geoff prefers working directly with clients and in 2007, joined the team at Mosaic Financial Partners in a client advisory position. Geoff enjoys the relationships he has with his clients and with his exceptionally talented colleagues at Mosaic.

Geoff holds a Bachelor of Arts degree from U.C. Santa Barbara in Economics and Mathematics and completed U.C. Berkeley's Certificate in Financial Planning program with honors.