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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...
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.
Sanjeev Butani (CRD# 4947081) is an Investment Advisor Representative working at Eagle Strategies LLC in Sterling, VA and has over 18 years of experience in the finance industry.
John Herr (CRD# 708248) is an Investment Advisor Representative working at Alpha Strategies Corporation in Sterling, VA and has over 41 years of experience in the finance industry.
Mary Hitchcock (CRD# 1542552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling, VA and has over 23 years of experience in the finance industry.
George Khalsa (CRD# 1094736) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling, VA and has over 41 years of experience in the finance industry.
Mary Marshall (CRD# 2378460) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sterling, VA and has over 30 years of experience in the finance industry.
Brooke Moore (CRD# 6377937) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sterling, VA and has over 8 years of experience in the finance industry.
William Rolser (CRD# 2635236) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 28 years of experience in the finance industry.
Teresa Shaffer (CRD# 5952860) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sterling, VA and has over 12 years of experience in the finance industry. Teresa Shaffer 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.