Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on Wealth Management for elders and those considering retirement community options. Prior to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland. There, he advised high net worth attorney clients on investing, insurance and financial planning issues, while working with multiple county and state bar associations. Jim holds the CERTIFIED FINANCIAL PLANNER™ designation. He has an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College, and is an Adjunct Professor at Fairleigh Dickinson University where he teaches prospective financial planners in the CFP® program. Prior to his career in financial services, Jim held various marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.