Jim Funk, Cfp® Email & Phone Number

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.