Lis Zimmerman

Lis Zimmerman is a Principal and Managing Director at O'Brien Wealth Partners LLC in Boston, Massachusetts, where she also serves as Director of Financial Planning. In this capacity, she leads the firm's financial planning practice, developing and overseeing strategies tailored to high-net-worth individuals, families, and business owners. Her role emphasizes comprehensive wealth management, retirement planning, and advising clients on multi-generational estates, with a specialization in complex portfolio construction and asset allocation.

With a career spanning over three decades in the investment industry, Lis previously served as a Registered Representative at Charles Schwab, gaining foundational experience in client advisory and investment operations before joining O'Brien Wealth Partners in 1989. Her expertise covers asset allocation strategies across equities, fixed income, and alternative investments, with a particular focus on retirement income planning, charitable giving strategies, and estate planning for physicians and business professionals.

Lis holds an MBA from Simmons University and a Bachelor of Arts in Economics from the University of Vermont. She is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor for Senior Living (CASL®), and Chartered Retirement Planning Counselor (CRPC®), and has been recognized for her significant contributions to advancing best practices in holistic financial planning for high-net-worth clientele.