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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...
Patrick Garbinsky (CRD# 1458788) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry. Patrick Garbinsky 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.
Scott Geisbert (CRD# 4706173) 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. Scott Geisbert 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.
Jeffrey Gelfand (CRD# 2882133) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rockville, MD and has over 21 years of experience in the finance industry.
Matthew Gilchrist (CRD# 5606014) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 14 years of experience in the finance industry. Matthew Gilchrist 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.
Tyler Gillies (CRD# 6345309) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Robert Gills (CRD# 1922209) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 35 years of experience in the finance industry.
Eduardo Gimenez (CRD# 2580200) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 29 years of experience in the finance industry. Eduardo Gimenez 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.
Timothy Glennon (CRD# 3102179) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Brad Glickman (CRD# 2681605) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 27 years of experience in the finance industry. Brad Glickman 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.
Alan Golden (CRD# 1955082) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockville, MD and has over 34 years of experience in the finance industry.