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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...
Timothy Goode (CRD# 4842397) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 19 years of experience in the finance industry. Timothy Goode 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.
Peter Gooding (CRD# 6770964) is an Investment Advisor Representative working at First Command Advisory Services in Fairfax, VA and has over 6 years of experience in the finance industry.
Christopher Gurley (CRD# 2654912) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 28 years of experience in the finance industry. Christopher Gurley 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.
Kathryn Gustafson (CRD# 2926226) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 26 years of experience in the finance industry.
David Hainsworth (CRD# 1693080) is an Investment Advisor Representative working at David N. Hainsworth, C.p.a., P.c. in Fairfax, VA and has over 36 years of experience in the finance industry. David Hainsworth 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.
Kevin Hamel (CRD# 6233929) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 9 years of experience in the finance industry. Kevin Hamel 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.
Alberto Hernandez (CRD# 5764942) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfax, VA and has over 13 years of experience in the finance industry.
David Herndon (CRD# 3047856) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Fairfax, VA and has over 25 years of experience in the finance industry.
Erich Hoffman (CRD# 4654932) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 20 years of experience in the finance industry. Erich Hoffman 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.
Andrea Hohler (CRD# 6276777) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fairfax, VA and has over 10 years of experience in the finance industry.