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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...
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 17 years of experience in the finance industry. Ryan Bergmann 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.
Thomas Falkenberry (CRD# 1925791) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Great Falls, VA and has 1 year of experience in the finance industry.
Kurt Laubinger (CRD# 1144481) is an Investment Advisor Representative working at Potomac Wealth Management LLC in Great Falls, VA and has over 21 years of experience in the finance industry.
Daniel Morgan founded Independent Financial Planning, LLC in January, 2015. He specializes in identifying solutions to address the unique goals and challenges facing investors. He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning.
Prior to opening his own firm, Daniel was a financial advisor and financial planner with Reston Wealth Management. He began his career in financial management with Smith Barney as a part of the Commonwealth Group where he specialized in portfolio design and implementation.
Daniel received his...
Joseph Morgan (CRD# 5157563) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 17 years of experience in the finance industry. Joseph Morgan 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.
Ryan Phillips (CRD# 5812136) is an Investment Advisor Representative working at Guidepoint Financial Planning in Great Falls, VA and has over 12 years of experience in the finance industry. Ryan Phillips 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.
Mir Ali (CRD# 2582036) is an Investment Advisor Representative working at Velerity Wealth, LLC in Great Falls, VA and has over 3 years of experience in the finance industry.
Andrew Caples (CRD# 7613732) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has 1 year of experience in the finance industry.
Ravi Dhaddey (CRD# 7581753) is an Investment Advisor Representative working at Velerity Wealth, LLC in Great Falls, VA and has 1 year of experience in the finance industry.