Jim Machinchick, CFP®, CPWA®, is the Founding Partner and Chief Planning Officer at The Oglethorpe Collective (TOC-23), where they emphasize client service and customized wealth planning to enhance financial security for individuals, families, and businesses. Previously, they served as Vice President, Financial Consultant at Fidelity Investments from 2016 to 2023, focusing on retirement planning and investment solutions. Jim also co-founded Innovative Scuba Designs and has been an advisory board member at MomRemedy since 2025. They earned a B.S. in Business Administration from the University of New Hampshire - Whittemore School of Business and Economics.
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