As a financial planner, Jim works in rendering client advice, conducting investment research, as well as portfolio management.
Jim graduated from the business school at The Pennsylvania State University with a Bachelor’s degree in Management Science in 1999. His career in finance started at Goldman Sachs in downtown New York where he was a member of the analyst team supporting portfolio risk analysis. He worked for LPL Financial in Hamilton, NJ and is currently at Saline Wealth Management Group, an independent wealth management firm dedicated holistic financial planning.
Jim is committed to being on the cutting edge of financial planning and wealth management strategies. He is Series 7 and 66 licensed and holds the Certified Financial Planner™, Chartered Financial Consultant™ and Certified Financial Fiduciary professional designations.
Specialties: Portfolio Management, Financial Planning, Retirement Planning, Estate/Wealth Transfer, Corporate Retirement Plan Counseling