Jim is a CFP® and co-founder of the Ford Financial Group. He oversees all aspects of the firm's operations, including marketing, research, accounting and finance. As a Wealth Manager and CFP® practitioner, he also works with high-net-worth clients and business owners in the management and ongoing review of their investment portfolios and financial planning needs.
Prior to becoming a CFP®, Jim worked as a corporate executive for 25 years. He is a graduate of Fairfield University, and holds security registrations Series 7 and 63 with LPL Financial, and holds a California Insurance License. Jim also enjoys the cool climate of the central coast, photography, and spending time with his grandchildren.