Jim joined SFP Wealth in 2017 as a Senior Financial Associate. He brings over fifteen years of experience in the private wealth management industry and has a background in investments and client services. He is passionate about listening to his clients’ goals and aspirations while also ensuring they understand every aspect of the design, implementation, and monitoring of their financial road map.
Jim earned a BA from Union College in Political Science and his MBA from the Questrom School of Business at Boston University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Certified Exit Planning Advisor (CEPA), holds his Series 7 and 63 licenses, as well as his Life, Accident, and Health licenses.
He currently lives in Newton with his wife and two sons. Outside of work, Jim enjoys going to the gym, coaching his sons’ Little League, and is well-known among family and friends for his BBQ ribs on the smoker. Jim is extremely involved in the Newton community as an active member of the Corpus Christi - St. Bernard Parish and a commissioner on the Newton Economic Development Commission, responsible for advising the city on policy objectives for economic development.