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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...
Daniel Trumbower (CRD# 4487190) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has over 17 years of experience in the finance industry. Daniel Trumbower 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.
Patrick Volk (CRD# 2296850) is an Investment Advisor Representative working at Abich Financial Wealth Management, LLC in Ashburn, VA and has over 30 years of experience in the finance industry.
John Vyge (CRD# 4887231) is an Investment Advisor Representative working at Hillebrand Financial Planning LLC in Ashburn, VA and has 1 year of experience in the finance industry. John Vyge 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.
William Wallace (CRD# 2317548) is an Investment Advisor Representative working at Primerica Advisors in Ashburn, VA and has over 31 years of experience in the finance industry.
David Warner (CRD# 2925118) is an Investment Advisor Representative working at Pnc Investments in Ashburn, VA and has over 26 years of experience in the finance industry.
Christopher Williams (CRD# 5236046) is an Investment Advisor Representative working at Capital Fiduciary Advisors in Ashburn, VA and has over 17 years of experience in the finance industry.
Abraham Abich (CRD# 5015292) is an Investment Advisor Representative working at Abich Financial Wealth Management, LLC in Ashburn, VA and has over 2 years of experience in the finance industry.
Ruben Devia Arbanil (CRD# 6495654) is an Investment Advisor Representative working at Abich Financial Wealth Management, LLC in Ashburn, VA and has over 7 years of experience in the finance industry. Ruben Devia Arbanil 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.
Patrick Dunne (CRD# 1542295) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has over 33 years of experience in the finance industry.
David Feldman (CRD# 1854951) is an Investment Advisor Representative working at Boulder View Capital in Ashburn, VA and has over 31 years of experience in the finance industry.