Our Firm

Founded by David Zuckerman, CFP®, CIMA®, Zuckerman Capital Management offers investment advisory and financial planning services to a wide variety of individuals, families, and institutions. Our commitment is to fulfill the fiduciary duty that we have to our clients by utilizing highly personalized, professional investment strategies that enable our clients to achieve their goals. Serving our clients’ best interests, our investment approach is based on best practices in the industry that combine modern developments in portfolio theory with classic investment principles that have withstood the test of time.

David Zuckerman has been appointed to serve as CFP Board Ambassador for the Los Angeles area. As a CFP Board Ambsassador, David has volunteered to represent Certified Financial Planner Board of Standards, Inc. with the local media, policymakers, and community organizations. Of the 62,000+ worldwide CFP® professionals, 50 CFP Board Ambassadors are selected to help educate the public on the importance of having a financial plan and working with a competent, ethical financial planner.

David is a CERTIFIED FINANCIAL PLANNERTM, a CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM, Director at Large for the Los Angeles chapter of the Financial Planning Association, and a member of the Eagle Scout Association of Los Angeles.