Riley Zimmerman

Riley Zimmerman works in our Retirement Plan Consulting Group as a Client Services Associate, supporting the delivery of comprehensive educational resources to our retirement plan clients.

He specializes in our participant education program, Pathway to Success. Riley provides our valued clients with resources their employees can use to understand their benefits and realize their retirement goals.

Before joining Beltz Ianni & Associates, Riley was an Internal Service Support Specialist at Paychex where he provided service on various 401(k) related projects and helped clients understand their plan features. Prior to Paychex, Riley worked as a teacher in secondary schools. Riley’s experience makes him an invaluable part of the Beltz Ianni & Associates education team.

Riley holds FINRA securities licenses Series 6 and 63, held through LPL Financial.  He is a graduate of the State University of New York, Oswego, with Bachelor of Science degrees in education and history.

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