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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...
Wesley Brown (CRD# 5197615) is an Investment Advisor Representative working at Remnant Wealth in Gaithersburg, MD and has over 17 years of experience in the finance industry.
Sarah Burton (CRD# 5578497) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Gaithersburg, MD and has over 9 years of experience in the finance industry.
Kil Chang (CRD# 3029003) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 24 years of experience in the finance industry.
Peter Chen (CRD# 2811404) is an Investment Advisor Representative working at Advice And Planning Services in Gaithersburg, MD and has over 27 years of experience in the finance industry.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
As...
Richard Clonch (CRD# 4923311) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry. Richard Clonch 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.
Taren Coleman (CRD# 4346545) is an Investment Advisor Representative working at Nea Member Benefits in Gaithersburg, MD and has over 23 years of experience in the finance industry.
Mark Corbett (CRD# 6592429) is an Investment Advisor Representative working at Edward Jones in Gaithersburg, MD and has over 8 years of experience in the finance industry.
Casey Craig (CRD# 4460975) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 22 years of experience in the finance industry.
Michael Eisenberg (CRD# 2307280) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gaithersburg, MD and has over 30 years of experience in the finance industry.