Jim is a graduate of Fordham University and has a Master’s Degree in Business with concentrations in Taxation and Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and is a member of the Financial Planning Association. Jim has also passed all 5 parts of the CPA exam.
Jim has over 20 years of experience in tax and financial planning for executives, business owners, and high net-worth individuals. Before starting his own practice, Jim held management positions in the Pension and Investment areas with a major Fortune 500 Company overseeing $800 Million in assets of the Defined Benefit and 401K Plans.
Jim’s knowledge in many areas enables him to use this expertise to focus on providing high net-worth individuals, professionals, and corporate executives with the highest level of comprehensive financial planning.