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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...
Matthew Marquez (CRD# 6584777) is an Investment Advisor Representative working at Advice And Planning Services in Fairfax, VA and has over 7 years of experience in the finance industry.
Mary Martin-Falanga (CRD# 4741000) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 20 years of experience in the finance industry.
Christy Martinich (CRD# 5103818) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 17 years of experience in the finance industry. Christy Martinich 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.
Andrew Massaro (CRD# 1960652) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 34 years of experience in the finance industry. Andrew Massaro 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.
Richard Mc Intosh (CRD# 2995518) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 26 years of experience in the finance industry.
Leahsa McCaw (CRD# 4599620) is an Investment Advisor Representative working at Aspect Partners, LLC in Fairfax, VA and has over 7 years of experience in the finance industry.
Wan McCormick (CRD# 5024363) is an Investment Advisor Representative working at Reliable Alliance Financial in Fairfax, VA and has over 18 years of experience in the finance industry. Wan McCormick 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 McDonnell (CRD# 2131708) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 33 years of experience in the finance industry.
David McKee (CRD# 2512331) is an Investment Advisor Representative working at Accordant Advisory Group, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry. David McKee 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.
Michael McLenigan (CRD# 2877396) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 26 years of experience in the finance industry. Michael McLenigan 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.