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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...
Mariah Dehaven (CRD# 2922481) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 26 years of experience in the finance industry. Mariah Dehaven 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.
Bruce Edwards (CRD# 3199389) is an Investment Advisor Representative working at Commonwealth Financial Network in Ashburn, VA and has over 24 years of experience in the finance industry. Bruce Edwards 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.
Robert Feisee (CRD# 4343806) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ashburn, VA and has over 23 years of experience in the finance industry. Robert Feisee 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.
Carlton Fitch (CRD# 5604966) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Ashburn, VA and has over 15 years of experience in the finance industry.
Christina Fransckiewich (CRD# 5543386) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 14 years of experience in the finance industry. Christina Fransckiewich 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.
Nathaniel George (CRD# 5763017) is an Investment Advisor Representative working at Edward Jones in Ashburn, VA and has over 14 years of experience in the finance industry.
Ted Halpern (CRD# 2152322) is the Founder and President of Halpern Financial, a fee-only, independent, fiduciary wealth management firm serving clients nationwide from our offices in the Washington, D.C. area.
Ted is directly involved in developing and implementing wealth management strategies for affluent families and closely held businesses. He serves as Director of the firm's Investment Research Team and oversees the asset allocation process. Ted believes in educating our clients toward a logical path of wealth accumulation. Since establishing Halpern Financial in 1991 he has drawn his inspiration...
Patricia Houlihan (CRD# 1300173) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Ashburn, VA and has over 39 years of experience in the finance industry. Patricia Houlihan 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 Imoh (CRD# 6162385) is an Investment Advisor Representative working at Edward Jones in Ashburn, VA and has over 10 years of experience in the finance industry.
Samuel Kim (CRD# 3046367) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ashburn, VA and has over 25 years of experience in the finance industry.