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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...
Samuel De La Cruz (CRD# 7015384) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Gaithersburg, MD and has over 5 years of experience in the finance industry.
Kenneth Diehl (CRD# 4566943) is an Investment Advisor Representative working at Cornerstone Financial Planning, Inc. in Gaithersburg, MD and has 1 year of experience in the finance industry. Kenneth Diehl 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.
Moni Engineer (CRD# 7529382) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gaithersburg, MD and has 1 year of experience in the finance industry.
Kevin Forkin (CRD# 7225799) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Phillip Garrett (CRD# 7232245) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 3 years of experience in the finance industry. Phillip Garrett 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.
Anne Gordon (CRD# 5766486) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has 1 year of experience in the finance industry.
Eugene Grenham (CRD# 7219372) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has 1 year of experience in the finance industry.
Lydia Hardy (CRD# 7434061) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Nicholas Herman (CRD# 7172955) is an Investment Advisor Representative working at Elite Financial Group in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Dylan Herrmann (CRD# 7382119) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.