-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Robert Sargent (CRD# 5050772) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 16 years of experience in the finance industry. Robert Sargent 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 Schup (CRD# 2601876) is an Investment Advisor Representative working at Lincoln Investment in Ashburn, VA and has over 12 years of experience in the finance industry.
Eric Showalter (CRD# 4988304) is an Investment Advisor Representative working at Arbor Private Wealth, LLC in Ashburn, VA and has over 18 years of experience in the finance industry. Eric Showalter 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.
Jitin Singhal (CRD# 5780731) is an Investment Advisor Representative working at E J Financial Corp. in Ashburn, VA and has 1 year of experience in the finance industry.
Edward Skelly (CRD# 2014747) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ashburn, VA and has over 31 years of experience in the finance industry.
Adam Skitol (CRD# 6692772) is an Investment Advisor Representative working at Edward Jones in Ashburn, VA and has over 7 years of experience in the finance industry.
Lauren Snyder (CRD# 5348472) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 13 years of experience in the finance industry.
Melissa Sotudeh (CRD# 5126723) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has been in the advisory industry since 2009. Melissa Sotudeh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Melissa Sotudeh is also an Accredited Investment Fiduciary™ professional. Attainment of the AIF designation demonstrates understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
As the Director of Advisory Services and a Senior Wealth Advisor at Halpern Financial, Melissa Sotudeh ensures our clients receive a routinely high-quality level of wealth management guidance from every member of our advisory team. She leads our advisory team on best practices in developing and implementing wealth management strategies to be applied consistently to all our clients. Melissa has extensive financial experience in the development of retirement, investment, tax management and estate planning strategies.
John Taliaferro (CRD# 4120666) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ashburn, VA and has over 23 years of experience in the finance industry.
Melissa Taro (CRD# 5902140) is an Investment Advisor Representative working at Cerity Partners LLC in Ashburn, VA and has 1 year of experience in the finance industry. Melissa Taro 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.