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Distance Only Fairfax, VA
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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...
Christine Emond (CRD# 2081196) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 33 years of experience in the finance industry.
John Estes (CRD# 2127430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairfax, VA and has over 33 years of experience in the finance industry. John Estes 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.
Susan Estes (CRD# 5985456) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairfax, VA and has over 11 years of experience in the finance industry.
Alan Facey (CRD# 4534558) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 21 years of experience in the finance industry. Alan Facey 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.
Mitchell Falter (CRD# 3135381) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 25 years of experience in the finance industry.
Marco Fattorini (CRD# 5098293) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 17 years of experience in the finance industry.
Eunjoo Fenton (CRD# 1733638) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 36 years of experience in the finance industry.
Michael Finnegan (CRD# 1193162) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 20 years of experience in the finance industry. Michael Finnegan 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.
Sean Fitzgerald (CRD# 5699967) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 6 years of experience in the finance industry.
Isaac Flamenco (CRD# 6139714) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Fairfax, VA and has over 11 years of experience in the finance industry.