Jim Ciarmella
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Profilo
Mr. James J.
Ciarmella is a Wealth Manager & Partner at Creative Planning LLC.
He takes his time with clients to understand and uncover their unique goals and concerns, develops a comprehensive plan to address them, and continues to stay engaged while monitoring their progress to achieving their goals.
He employs a holistic approach that addresses wealth management issues in the areas of retirement planning, investment management, education planning, tax and estate planning, business succession planning, corporate stock option planning, insurance, and charitable gift planning.
Prior to joining Creative Planning, he was an Account Executive with Fidelity Investments.
Prior to that role, Jim was the Managing Partner and Founder of Advantage Wealth Management, an independent full service financial planning firm.
Throughout his career, he has focused on assisting individuals and businesses with creating and monitoring a sound financial plan through prudent investment planning and risk management techniques.
He is a graduate of Northwood University with a dual major Bachelor’s Degree in Banking/Finance and Business Management.
He also holds the Certified Financial Planner certification as well as the Chartered Financial Consultant designation.
Posizioni attive di Jim Ciarmella
Società | Posizione | Inizio |
---|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestore di Portafoglio-Azioni | 01/03/2014 |
Precedenti posizioni note di Jim Ciarmella
Società | Posizione | Fine |
---|---|---|
Advantage Wealth Management LLC
Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Corporate Officer/Principal | - |
Formazione di Jim Ciarmella
Northwood University (Michigan) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
Advantage Wealth Management LLC
Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Finance |
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