Jim Zimmerman - Headshot

Jim Zimmerman

CTO and Founding Partner

Founder of several technology companies. Former Red Hat. Former Microsoft. Created and ran large-scale Kubernetes services that much of the Fortune 500 runs on.

Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Financial Partners. 

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.
By Invitation

A Different Kind of Wealth Firm. Already Operating.

For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.

Selectively onboarding now.

Rothschild Financial Partners
By Invitation · 118-Year Legacy

A Different Kind of Wealth Firm. Already Operating.

For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.

Selectively onboarding now.