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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...
Kevin Okim (CRD# 4954944) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reston, VA and has over 18 years of experience in the finance industry. Kevin Okim 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 Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 23 years of experience in the finance industry. James Ortlip 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.
Shaunt Ozben (CRD# 2965971) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 23 years of experience in the finance industry.
Wayne Pampaloni (CRD# 2201691) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 31 years of experience in the finance industry. Wayne Pampaloni 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.
Christine Papadopoulos (CRD# 6490270) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 7 years of experience in the finance industry.
Anoput Phimmasone (CRD# 1837043) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 35 years of experience in the finance industry.
Anothoune Phimmasone (CRD# 4144037) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 24 years of experience in the finance industry.
Amanda Plonski (CRD# 5114320) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Reston, VA and has over 14 years of experience in the finance industry. Amanda Plonski 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.
Brandon Poteet (CRD# 5691820) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 12 years of experience in the finance industry.
Andrew Pratt (CRD# 6207675) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 10 years of experience in the finance industry.