IS HIRING JIM RIGHT FOR YOU?
“Most of our clients have had previous experience with a financial advisor, but they came to me looking for something more. I can assist them in developing strategies to pursue their financial goals, aim for tax-efficiency, and align their investment approach with their personal values.”
While you can manage money on your own, working with Jim is worth so much more. You have somebody there to help you see the whole picture and who will monitor your progress. You don’t need to be a guru in finances because you have a financial professional to help you through the process while explaining the ‘what’ and the ‘why’ along the way.
James B. Stark
CLU®, CRPC™, Wealth Advisor
James B. Stark, CLU®, CRPC™, has over 45 years of experience in the financial services industry. He is a Wealth Advisor, holds the Chartered Retirement Planning Counselor™ designation, and for over 20 years has held the Chartered Life Underwriter® designation. Jim is licensed to sell insurance in his resident state of Delaware, as well as several other non-resident states.
Jim was a trustee of the Swartswood Lakes and Watershed Association and has served as president and secretary. He served at the Evangelical Free Church of Blairstown as a deacon, choir and worship team member, sound technician, Church Chairman, Trustee, Boys Brigade leader, and Sunday school teacher. For 24 years, he served as the Chief Fiscal Officer for the Children’s Wish Fulfillment Foundation in Dahlonega, Ga.
Outside the office, Jim enjoys playing his tuba, snow skiing/boarding, wing foiling, water skiing, and kiteboarding. He also enjoys home improvement projects, long distance running, brewing wine, biking, and photography. He has one 30-year-old son and two cats.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
The CLU® mark is the property of The American College, which reserves the sole rights to use, and is used by permission.