Jim Oliver Cpa

Jim Oliver, CPA, PFS, CGMA, CFP(r), serves as a Partner in Private Client Services at Calvetti Ferguson since December 2016 and is the President and Founder of Jim Oliver P.C., established in November 1981. Previously, Jim Oliver was the CEO and Founder of Financial Life Advisors from August 2003 to January 2017, focusing on financial planning and investment management. Additionally, Jim Oliver functioned as a Technical Editor for the Texas Society of CPAs from July 1993 to June 1996, overseeing and editing technical articles for the publication. Early career experience includes roles as Controller and Director of Finance at Harte-Hanks Cable and as Audit Supervising Senior at KPMG Peat Marwick. Jim Oliver holds a Bachelor of Business Administration in Accounting from Baylor University and attended Princeton University from 1972 to 1974.