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Regal Wealth Advisors
As President and Founder of Regal Wealth Advisors, Mike Zimmerman is committed to guiding clients towards achieving their life’s objectives through comprehensive financial planning. His professional journey began in a different field, rooted in a deep-seated compassion for others. Mike holds a degree in biochemistry with a minor in finance from Jefferson University, and a master’s degree in organic chemistry from the University of Texas. Initially involved in oncology research at GlaxoSmithKline, focusing on developing innovative treatments for cancer patients, he transitioned his career to financial health in 2008, ultimately establishing Regal Wealth Advisors in 2019.
Specializing in financial, investment, retirement, and estate planning, Mike emphasizes risk management and tax efficiency. His client base spans pre and existing retirees seeking financial security and young professionals embarking on their careers. In addition to providing customized solutions for income, growth, and estate transitions, Regal Wealth Advisors offers strategic business advisory services aimed at enhancing operational effectiveness and facilitating business transitions..
As a licensed fiduciary and Certified Exit Planning Advisor (CEPA), Mike has completed specialized coursework in retirement-income, legacy, and Social Security planning. His professional achievements include numerous accolades such as multiple LNP Readers’ Choice Awards for Lancaster County’s premier financial planner, recognition as one of Central Penn Business Journal’s “Top 10 Wealth Managers in Central Pennsylvania,” and inclusion in their “40 Under 40” list. In 2023, Regal Wealth Advisors was honored as one of CPBJ’s “Fastest Growing Companies.”
Reflecting on its growth, Regal Wealth Advisors has expanded its team of advisors and support staff. This year, the firm relocated to a new office at 108 Foxshire Drive, Suite 2, Lancaster, and also maintains an office in Sarasota, Florida. Both locations offer flexible options for virtual and in-person appointments, with office hours from 9 a.m. to 5 p.m. Monday through Thursday, and by appointment on Fridays.
For further information, please contact 717-205-1850 or visit Regal-Wealth.com.
