Jim began his financial services career in 1990 in Southern California as a group health specialist for a major insurance company. The following year, he relocated his family to Rochester, New York where he began his practice with Centra Financial Group as a Personal Financial Advisor.
Today Jim primarily works in Rochester, New York & Tampa Florida, and continues to focus on assisting individuals and families’ define and attain their personal financial goals.
He earned his BS Degree in Business Administration from The State University of New York, is a Registered Representative and Investment Advisory Representative of HTK and holds FINRA Licenses 6, 7, 63 and 65.
Jim provides planning for:
- Retirement
- Education
- Estate income
- Disability Insurance
- Long Term Care Insurance
- Life Insurance
- Investments*
CA Insurance License # OH32612