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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Catherine Kalweit (CRD# 1902207) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 27 years of experience in the finance industry. Catherine Kalweit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Arash Katirai (CRD# 6434679) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Fairfax, VA and has over 8 years of experience in the finance industry. Arash Katirai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sarala Katta (CRD# 2014191) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 34 years of experience in the finance industry. Sarala Katta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Keegan (CRD# 4204713) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 22 years of experience in the finance industry. Douglas Keegan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Keen (CRD# 820771) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfax, VA and has over 41 years of experience in the finance industry.
John Kidwell (CRD# 6795196) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfax, VA and has over 6 years of experience in the finance industry.
Min Kim (CRD# 3204460) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 23 years of experience in the finance industry.
Sukja Kim (CRD# 2155933) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 32 years of experience in the finance industry. Sukja Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Kim (CRD# 2311662) is an Investment Advisor Representative working at Harbour Capital Advisors, LLC in Fairfax, VA and has over 31 years of experience in the finance industry.
Aaron Kirkland (CRD# 5799043) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 7 years of experience in the finance industry.