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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...
Mario Gabalda (CRD# 4615457) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alexandria, VA and has over 18 years of experience in the finance industry.
Harry Gaskin (CRD# 2726797) is an Investment Advisor Representative working at G, G, & M Financial Goals in Alexandria, VA and has over 27 years of experience in the finance industry. Harry Gaskin 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.
Rosanne Gentile (CRD# 1676790) is an Investment Advisor Representative working at Eagle Strategies LLC in Alexandria, VA and has over 30 years of experience in the finance industry.
Kenneth George (CRD# 4991412) is an Investment Advisor Representative working at Avenir Corporation in Alexandria, VA and has over 18 years of experience in the finance industry.
Jessica Gibbs (CRD# 6476109) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has 1 year of experience in the finance industry. Jessica Gibbs 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.
Abel Gizaw (CRD# 6330338) is an Investment Advisor Representative working at Gizaw Capital Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry.
Neil Goetzman (CRD# 1730796) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, VA and has over 36 years of experience in the finance industry.
Rosa Gonzalez (CRD# 6938199) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alexandria, VA and has over 5 years of experience in the finance industry.
Jennifer Goodwin (CRD# 5538956) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
Joshua Goulding (CRD# 5349401) is an Investment Advisor Representative working at 4j Wealth Management, LLC in Alexandria, VA and has over 16 years of experience in the finance industry. Joshua Goulding 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.