Planning Alternatives
Jim has focused on rese arching investments and financial strategies since 2009. He Currently leads Investment Committee, where he sits as Director of Investments.
Jim earned a Bachelor of Science degree in Chemical Engineering from the University of Michigan. He holds the Chartered Financial Analyst (CFA) designation, a graduate-level investment credential.
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Planning Alternatives
Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.