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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...
Todd Feldman (CRD# 2772420) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 27 years of experience in the finance industry. Todd Feldman 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.
Eric Felsenfeld (CRD# 4496689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
James Fitze (CRD# 5370774) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 6 years of experience in the finance industry.
Troy Fox (CRD# 2288368) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 27 years of experience in the finance industry.
Boris Foxman (CRD# 2982776) is an Investment Advisor Representative working at Foxman Asset Advisors Inc. in Rockville, MD and has over 25 years of experience in the finance industry.
Samantha Fraelich-Rohe (CRD# 4426625) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 15 years of experience in the finance industry. Samantha Fraelich-Rohe 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.
Tracy Francis (CRD# 4630468) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry.
Wade Friedel (CRD# 6621105) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 8 years of experience in the finance industry.
Howard Friedman (CRD# 4633986) is an Investment Advisor Representative working at Private Client Services, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
Debbie Gallant is the owner Gallant Financial Planning in Montgomery County, Maryland. She's a fee-only financial planner and investment advisor providing project and retainer based services to individuals, couples, and families.
Our services are in depth and comprehensive. We love what we do and will share our passion for our services with you. You'll further benefit from working with us by increased peace of mind knowing "we have your back." We provide individualized services to you so that our recommendations are tailored to your needs, goals, and priorities. Services include retirement...