Jim Cooney, CFP®, ChFC®, CLU®, FSCP®
Director of Financial Planning Designs
With 13 years of industry experience, Jim has specialization in comprehensive financial planning analysis, strategy, and implementation. Jim utilizes the latest financial planning software and technology to help provide guidance in areas of cash flow management, risk management, investment planning, tax planning strategies, retirement planning, and estate planning. He is credentialed as a Certified Financial Planner, Chartered Financial Consultant, Charted Life Underwriter, and Financial Services Certified Professional.