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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...
Stephen Berardi (CRD# 3134938) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Reston, VA and has over 25 years of experience in the finance industry.
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.
David Berish (CRD# 852590) is an Investment Advisor Representative working at The Dienekes Corporation in Purcellville, VA and has over 16 years of experience in the finance industry.
Kevin Bernard (CRD# 6133267) is an Investment Advisor Representative working at Avantax Advisory Services in Ashburn, VA and has over 11 years of experience in the finance industry.
George Bernhard (CRD# 4286667) is an Investment Advisor Representative working at Lpl Financial LLC in Vienna, VA and has over 23 years of experience in the finance industry. George Bernhard 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.
Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry. Gordon Bernhardt 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.
Suzanne Berringer (CRD# 2565562) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 27 years of experience in the finance industry.
Maureen Bigger (CRD# 4173079) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in Mclean, VA and has over 23 years of experience in the finance industry. Maureen Bigger 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.
Stephanie Bigwood (CRD# 735422) is an Investment Advisor Representative working at Goldsborough Capital Management, LLC in Gaithersburg, MD and has over 34 years of experience in the finance industry. Stephanie Bigwood 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.
James Birks (CRD# 6758304) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has over 6 years of experience in the finance industry.