Vice President, Wealth Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jim Funk, Cfp® Email & Phone Number
Vice President, Wealth Advisor
at
Farther
1 work email found
@lakeviewcapitalmanagement.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth Advisor
Location
Atlanta, Georgia, United States
Company size
Who is Jim Funk, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jim Funk, Cfp® is listed as Vice President, Wealth Advisor at Farther, a company with 14 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at lakeviewcapitalmanagement.com and a matched LinkedIn profile for Jim Funk, Cfp®.
Jim Funk, Cfp® previously worked as Director at Bison Wealth, Llc and Managing Director at Lakeview Capital Management, Llc. Jim Funk, Cfp® holds Bachelor Of Arts, Summa Cum Laude, Political Science from University Of Tennessee-Knoxville.
Company email context
Email format at Farther
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*@lakeviewcapitalmanagement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jim Funk, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jim Funk, Cfp®
My business is built on a single mission: to utilize all available resources to help manage my clients’ wealth and to provide advice and solutions that they can trust. If I spend my time focused on that, they can spend their time doing what they truly enjoy.As a Vice President, Wealth Advisor and CERTIFIED FINANCIAL PLANNER® at Farther, my goal is to help build portfolios and financial plans that reflect a client’s objectives, lifestyle expectations, cash flow needs and desires for their family and future generations. Through Farther, I can offer clients a wide-ranging set of investment products, partners, and services and more importantly, I bring over 20 years of experience to help clients make sense of them all and the discipline to help them navigate challenging markets in a volatile global economy. Specialties: CERTIFIED FINANCIAL PLANNER™, Investing in Alternatives, High Net Worth Fixed Income Portfolios, Access to Lending, Income Planning for Retirement. Portfolio Management
Listed skills include Investments, Portfolio Management, Retirement Planning, Leadership, and 5 others.
Current workplace
Jim Funk, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Farther
6 roles
Jim Funk, Cfp® work experience
A career timeline built from the work history available for this profile.
Director
May 2022 - Oct 2024
Managing Director
Lakeview Capital Management, Llc
May 2013 - Apr 2022
Financial Advisor, Cfp®
Apr 2011 - May 2013
Financial Advisor
Jan 2000 - May 2011
Infantry Officer
Served a total of 9 years in the Army (4 years enlisted, 5 years as an officer, college in between). Duty stations included Ft Lewis, WA, Ft Benning, GA, Ft Bragg, NC, and Camp Bonifas, South Korea. Positions included heavy weapons specialist (TOW Missile), Airborne Infantry rifle platoon leader, Airborne company executive office, UNCSB-JSA company.
Nov 1988 - Sep 1999
Team & coworkers
Colleagues at Farther
Other employees you can reach at farther.com. View company contacts for 14 employees →
JJ
Jj Jj
Colleague at FartherLawrenceville, Georgia, United States, United States
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WW
What What
Colleague at FartherAustin, Texas, United States, United States
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JX
Josaphine Xayyaraj
Colleague at FartherDallas, Texas, United States, United States
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BI
Bobbie Isabelle Torres
Colleague at FartherSan Diego, California, United States, United States
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MN
Manisone Norkeo
Colleague at FartherDallas-Fort Worth Metroplex, United States
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NB
Nelson Bradshaw
Colleague at FartherJacksonville, Florida, United States, United States
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SS
Samuel Smithy
Colleague at FartherLos Angeles, California, United States, United States
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JO
Joseph Owusu-Boateng Jr
Colleague at FartherDallas-Fort Worth Metroplex, United States
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YS
Yves Solis
Colleague at FartherLegaspi, Bicol Region, Philippines, Philippines
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AA
Alva A. Fuller Cfp®, Ea
Colleague at FartherNew York, New York, United States, United States
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Jj Jj
Colleague at FartherLawrenceville, Georgia, United States, United States
View →
WW
What What
Colleague at FartherAustin, Texas, United States, United States
View →
JX
Josaphine Xayyaraj
Colleague at FartherDallas, Texas, United States, United States
View →
BI
Bobbie Isabelle Torres
Colleague at FartherSan Diego, California, United States, United States
View →
MN
Manisone Norkeo
Colleague at FartherDallas-Fort Worth Metroplex, United States
View →
NB
Nelson Bradshaw
Colleague at FartherJacksonville, Florida, United States, United States
View →
SS
Samuel Smithy
Colleague at FartherLos Angeles, California, United States, United States
View →
JO
Joseph Owusu-Boateng Jr
Colleague at FartherDallas-Fort Worth Metroplex, United States
View →
YS
Yves Solis
Colleague at FartherLegaspi, Bicol Region, Philippines, Philippines
View →
AA
Alva A. Fuller Cfp®, Ea
Colleague at FartherNew York, New York, United States, United States
View →
2 education records
Jim Funk, Cfp® education
Bachelor Of Arts, Summa Cum Laude, Political Science
University Of Tennessee-Knoxville
Education record
Carmel High School
FAQ
Frequently asked questions about Jim Funk, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jim Funk, Cfp® work for?
Jim Funk, Cfp® works for Farther.
What is Jim Funk, Cfp®'s role at Farther?
Jim Funk, Cfp® is listed as Vice President, Wealth Advisor at Farther.
What is Jim Funk, Cfp®'s email address?
AeroLeads has found 1 work email signal at @lakeviewcapitalmanagement.com for Jim Funk, Cfp® at Farther.
Where is Jim Funk, Cfp® based?
Jim Funk, Cfp® is based in Atlanta, Georgia, United States while working with Farther.
What companies has Jim Funk, Cfp® worked for?
Jim Funk, Cfp® has worked for Farther, Bison Wealth, Llc, Lakeview Capital Management, Llc, Morgan Stanley Wealth Management, and Smith Barney.
Who are Jim Funk, Cfp®'s colleagues at Farther?
Jim Funk, Cfp®'s colleagues at Farther include Jj Jj, What What, Josaphine Xayyaraj, Bobbie Isabelle Torres, and Manisone Norkeo.
How can I contact Jim Funk, Cfp®?
You can use AeroLeads to view verified contact signals for Jim Funk, Cfp® at Farther, including work email, phone, and LinkedIn data when available.
What schools did Jim Funk, Cfp® attend?
Jim Funk, Cfp® holds Bachelor Of Arts, Summa Cum Laude, Political Science from University Of Tennessee-Knoxville.
What skills is Jim Funk, Cfp® known for?
Jim Funk, Cfp® is listed with skills including Investments, Portfolio Management, Retirement Planning, Leadership, Management, Finance, Series 7, and Fixed Income.
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