Exploring Coast FIRE: Financial Independence with Flexibility 00:10:00
Jim joined Peak Wealth Management in 2018. He graduated from Olivet Nazarene University with a degree in Business Marketing & Management. He received his CFP (Certified Financial Planner) in 2022. Jim grew up enjoying learning about investments at a young age from his dad. However, he didn't fully realize the importance of financial planning until his father passed away at the age of 55. Watching his mom struggle to make financial decisions and speak with other advisors who didn't always have her best interests in mind, Jim decided this would be a career he would like to pursue.
