Jimmie Plaskey Cfp®

Jimmie Plaskey CFP®, CDFA® is a financial professional with extensive experience in the industry. Currently serving as Vice President and Partner at EP Wealth Advisors since January 2025, Jimmie also holds the position of President at Balanced Divorce Solutions from January 2022. Previous roles include Director & CERTIFIED FINANCIAL PLANNER™ at Executive Wealth Management from January 2013 to January 2025, as well as positions at Caerusnet Connections as Facilitator, CRNA Financial as CERTIFIED FINANCIAL PLANNER™, and 401K GPS as Account Executive. Jimmie's early career involved internships at Executive Wealth Management, BAC Sports Management, and Fortunatus Investments. Jimmie Plaskey holds a Bachelor's of Arts Degree in Business Administration with a focus on Financial Management from Hillsdale College.