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Jim Ciarmella
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Profil
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.
Postes actifs de Jim Ciarmella
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/03/2014 |
Anciens postes connus de Jim Ciarmella
Sociétés | Poste | Fin |
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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 | - |
Formation de Jim Ciarmella
Northwood University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 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 |