James Dean Email & Phone Number

Howey-In-The-Hills, Fl, Us

Florida, United States

Jim was asked to launch John’s foundation because he understood the founder’s intent. He led the process to protect and preserve that intent through facilitating the Foundation’s organization and start-up. He is currently stewarding the Foundation’s resources as president and chairman of the board. He enjoys partnering with charitable organizations that reflect the founder’s purposes and core values, helping them fulfill their mission.

Greater Colorado Springs Area

Jim draws on his 40 plus years experience serving high capacity clients and business owners, by helping them clarify what they want their legacy to be. He then helps them develop the strategies to make this a reality. Jim's background includes helping clients clarify and articulate donor intent, and developing strategies to preserve, protect, and implement intent through their charitable endeavors. He has advised clients on the development of charitable entities, and launched charitable foundations. He has experience helping clients articulate their legacy in their own Personalized Estate Design, enabling the client to communicate with confidence to their professional advisors what they want in their estate documents.

Greater Colorado Springs Area

Jim coaches high capacity executives and business owners transitioning into their next season of life. Focusing on their personal strengths, core values, and passions, he helps them find the path that provides their greatest sense of purpose and fulfillment in their next season. He coaches them through the development and implementation of strategies to successfully make their transition.

Fort Lauderdale, Fl

Jim provided financial and estate planning, and he oversaw the investment portfolios of personal clients and trusts. He also counseled creators and funders of charitable entities to identify and articulate donor intent, then helped them develop strategies to preserve, protect, and implement intent through their charitable endeavors. He guided clients to keep a big picture and main purpose focus as they explored the pros and cons of complex planning strategies to meet their goals and objectives.

Miami/Fort Lauderdale Area

Co-hosted a weekly call-in radio show about personal financial matters.

Fort Lauderdale, Fl

Jim joined two others to begin a fee-only investment management and planning firm. He provided estate and financial planning, including serving high net worth clients with complex issues. He counseled clients about tax-advantaged options to structure entities for philanthropy. He served in a fiduciary capacity managing investment portfolios for personal clients and trusts. He directed the transition and integration of the firm after its sale to RonaldBlue&Co.

Jim taught income and estate tax, accounting and finance in the Huizenga College of Business and Entrepreneurship. He developed and delivered workshops for corporate executives and mid-level managers.

Fort Lauderdale, Fl

Provided fee only personal financial planning to individuals and couples. Taught financial seminars.

Fort Lauderdale, Fl

As controller, Jim was responsible for the management of the finances of the radio and television ministry of D. James Kennedy. He also served in a leadership role on the executive staff of the ministry.Coral Ridge Ministries produced the Coral Ridge Hour, the weekly syndicated television broadcast of a message from Dr. Kennedy, and Truths That Transform, the daily syndicated radio broadcast covering topics relevant to life in today's culture.

Ma, Accounting

Graduated with a Masters in Accounting, and a focus on income and estate tax.

Ba, History, Political Science

Graduated with honors with a major in History and a minor in Political Science.