Jim Lundgren

Jim Lundgren Email and Phone Number

President/CEO of Access College Foundation @ Access College Foundation
california, united states
Jim Lundgren's Location
Encinitas, California, United States, United States
Jim Lundgren's Contact Details
About Jim Lundgren

Jim Lundgren is a President/CEO of Access College Foundation at Access College Foundation. He possess expertise in retirement planning, risk management, estate planning, strategic financial planning, financial planners and 25 more skills.

Jim Lundgren's Current Company Details
Access College Foundation

Access College Foundation

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President/CEO of Access College Foundation
california, united states
Website:
access-college.org
Employees:
30
Jim Lundgren Work Experience Details
  • Access College Foundation
    President/Ceo
    Access College Foundation Jan 2004 - Present
    Informational presentations to high school students and their families regarding the college preparation, selection, application, acceptance, award receipt and negotiation, and gap funding.Individualized consultation available upon request.
    View
  • Jcl Financial
    Founder
    Jcl Financial Nov 1999 - Present
    Encinitas, Ca
    JCL Financial is a comprehensive financial planning firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our comprehensive approach allows us to serve you without compromise.
  • College Planning Solutions
    Founding Partner
    College Planning Solutions 1999 - Present
    4225 Executive Square, Suite 960 La Jolla, Ca 92037
  • The Mony Group
    Financial Advisor
    The Mony Group Dec 1999 - Sep 2001
    La Jolla, Ca

Jim Lundgren Skills

Retirement Planning Risk Management Estate Planning Strategic Financial Planning Financial Planners Management Coaching Retirement Finance Strategic Planning Small Business Public Speaking Team Building Financial Planning Financial Advisory Fixed Annuities Long Term Care Insurance Investments Leadership Life Insurance Nonprofits Student Financial Aid College Applications Iras 401k Marketing Leadership Development Training Nonprofit Organizations

Jim Lundgren Education Details

Frequently Asked Questions about Jim Lundgren

What company does Jim Lundgren work for?

Jim Lundgren works for Access College Foundation

What is Jim Lundgren's role at the current company?

Jim Lundgren's current role is President/CEO of Access College Foundation.

What is Jim Lundgren's email address?

Jim Lundgren's email address is ji****@****ons.org

What schools did Jim Lundgren attend?

Jim Lundgren attended Community College Of The Air Force.

What are some of Jim Lundgren's interests?

Jim Lundgren has interest in Financial, Retirement Planning, Education, College.

What skills is Jim Lundgren known for?

Jim Lundgren has skills like Retirement Planning, Risk Management, Estate Planning, Strategic Financial Planning, Financial Planners, Management, Coaching, Retirement, Finance, Strategic Planning, Small Business, Public Speaking.

Who are Jim Lundgren's colleagues?

Jim Lundgren's colleagues are Jessi Pugh, Dionne Scott, Bituin Rivera, Nicholette Huddle, Shawn Jackson, Charlene H., Devin Allen.

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