Jim Long Cfa, Cfp®, Cmfc®

Jim Long, CFA, CFP®, CMFC®, has a diverse work experience spanning over 20 years. Jim started their career at Motorola as a Field Sales Engineer from 1996 to 1999. Jim then moved to ON Semiconductor as a Sr. Field Sales Engineer for a year before joining Microchip Technology in 2000 in a similar role. In 2004, Jim transitioned to the financial industry and worked as an Investment Consultant at Edward Jones for a brief period before joining TIAA-CREF as a Sr. Financial Consultant. Jim spent 12 years at TIAA-CREF before their current role as the Director of Investments at Planning Alternatives, where they have been since 2016.

Jim Long, CFA, CFP®, CMFC® completed their education with a Bachelor's Degree in Chemical Engineering from the University of Michigan, where they studied from 1991 to 1995. Prior to that, they attended Westland (MI) John Glenn High School from 1988 to 1991. Jim Long also holds additional certifications, including the CFA charterholder, Certified Financial Planner, and Chartered Mutual Fund Counselor, although specific details regarding the institutions and years of obtaining these certifications are not provided.