The Zimmer, Rasmussen, & Kunkle Group

Merrill Lynch Wealth Management
1020 Marsh St
San Luis Obispo, CA 93401
(805) 596-2225
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Our team consists of experienced professionals that maintain the highest ethical standards and are deeply committed to helping each client achieve their financial goals. Our mission is to add value through a strong client-advisor relationship built on trust.  We provide each client with customized strategies supported by the resources of one of the largest financial institutions in the world.
The Zimmer, Rasmussen, & Kunkle Group
Merrill Lynch Wealth Management
Welcome

Our team offers a wide range of potential solutions for individuals, families and businesses. We offer a collaborative network that allows us to draw on our colleagues’ diverse experiences to offer you customized insights, perspectives and potential strategies designed to help you and your family lead the lives you want.

About Us
Philosophy

Through our Wealth Management Process we will develop a strategy designed to Grow your wealth by developing a customized asset allocation strategy; Analyze your wealth by looking at your debt and the strategic use of credit; Preserve your wealth by evaluating your needs for insurance, including life, disability, and long term care and Transfer your wealth through planning and educational strategies. Once your wealth management plan has been implemented, we will periodically review your plan's progress using industry leading research and tools.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firmsin 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
**Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Merrill Life Agency's California License Number 0522776*

Meet Our Team
Brett Zimmer,

CFP®

Senior Vice President, Wealth Management Advisor
805.596.2225
William Rasmussen
Vice President, Senior Financial Advisor
805.596.2233
Cale Kunkle,

CRPC™

Senior Financial Advisor
805.596.2226
Brooke Bietz
Wealth Management Client Associate
805.596.2244
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Isabel Terrero
Wealth Management Banking Specialist
Diane Sullivan
Senior Wealth Management Lending Officer
NMLS #637492
Ally Bowdoin
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.