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Jim Hawryluk Aif®, C(K)P® Email & Phone Number

Personal CFO at The Wealth Consulting Group
Location: Sugar Land, Texas, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
The Wealth Consulting Group
Role
Personal CFO
Location
Sugar Land, Texas, United States
Company size
43 employees

Who is Jim Hawryluk Aif®, C(K)P®? Overview

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Quick answer

Jim Hawryluk Aif®, C(K)P® is listed as Personal CFO at The Wealth Consulting Group, a company with 43 employees, based in Sugar Land, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jim Hawryluk Aif®, C(K)P®.

Jim Hawryluk Aif®, C(K)P® previously worked as Co-Treasurer at Utma All-Stars and Managing Director Wealth Advisor at Sovereign Wealth Advisors, Llc. Jim Hawryluk Aif®, C(K)P® holds Accredited Investment Fiduciary from Center For Fiduciary Studies.

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Email format at The Wealth Consulting Group

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The Wealth Consulting Group

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Profile bio

About Jim Hawryluk Aif®, C(K)P®

As a financial advisor, I am dedicated to providing comprehensive strategies that empower my clients to confidently navigate their financial future. My specialty lies in educating and preparing corporate retirement plan clients, empowering their employees to retire on time or early. By reducing overall employer payroll and health premiums with an aging population, we seek to provide income replacement at retirement.In addition, I work closely with individual wealth management clients to understand their unique goals, preferences, and risk tolerance. My Gold Medal Services offer a complete review of tax reduction strategies, estate plans, investment plans, retirement plans, and insurance strategies. As a trusted partner, I strive to inspire confidence in my clients' financial futures.The financial consultants at Sovereign Wealth Advisors are registered representatives with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to 'Contact Info' section above. Investment advice offered through Sovereign Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.sovereignwealthadvisors.com

Current workplace

Jim Hawryluk Aif®, C(K)P®'s current company

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The Wealth Consulting Group
The Wealth Consulting Group
Personal CFO
las vegas, nevada, united states
Website
wealthcg.com
Employees
43
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Company profile
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6 roles · 32 years

Jim Hawryluk Aif®, C(K)P® work experience

A career timeline built from the work history available for this profile.

Co-Treasurer

Current
Utma All-Stars

Houston, TX

The Mission for The UTMA All-Stars is to support disadvantaged youth and establish financial literacy and positive net worth for our participants in Fort Bend County Texas. To learn more: https://www.utma-all-stars.org/

Nov 2023 - Present

Founding Partner

Oak Point Financial Llp
Aug 2005 - Dec 2015
Team & coworkers

Colleagues at The Wealth Consulting Group

Other employees you can reach at wealthcg.com. View company contacts for 43 employees →

CC Christian Chasey, Cfp® Christian Chasey, Cfp® Colleague at The Wealth Consulting Group San Diego, California, United States, United States View → JN Jeanette Ng, Cfp® Jeanette Ng, Cfp® Colleague at The Wealth Consulting Group San Francisco Bay Area, United States View → WT William Tangog William Tangog Colleague at The Wealth Consulting Group Las Vegas, Nevada, United States, United States View → YF Yessenia Flores Yessenia Flores Colleague at The Wealth Consulting Group Las Vegas, Nevada, United States, United States View → CE Clinton E. Akerberg, Csric™ Clinton E. Akerberg, Csric™ Colleague at The Wealth Consulting Group West Des Moines, Iowa, United States, United States View → JD Joel Drake Joel Drake Colleague at The Wealth Consulting Group Des Moines, Iowa, United States, United States View → BF Brian Foley, Cfp® Brian Foley, Cfp® Colleague at The Wealth Consulting Group Las Vegas, Nevada, United States, United States View → DS Darlene Shipe, Csric® Darlene Shipe, Csric® Colleague at The Wealth Consulting Group Edmond, Oklahoma, United States, United States View → CE Calvin E. Lee, Jr. Calvin E. Lee, Jr. Colleague at The Wealth Consulting Group Austin, Texas, United States, United States View → JA Jackie Akerberg Jackie Akerberg Colleague at The Wealth Consulting Group Des Moines, Iowa, United States, United States View →
1 education record

Jim Hawryluk Aif®, C(K)P® education

  • Center For Fiduciary Studies
    Center For Fiduciary Studies
    Accredited Investment Fiduciary
FAQ

Frequently asked questions about Jim Hawryluk Aif®, C(K)P®

Quick answers generated from the profile data available on this page.

What company does Jim Hawryluk Aif®, C(K)P® work for?

Jim Hawryluk Aif®, C(K)P® works for The Wealth Consulting Group.

What is Jim Hawryluk Aif®, C(K)P®'s role at The Wealth Consulting Group?

Jim Hawryluk Aif®, C(K)P® is listed as Personal CFO at The Wealth Consulting Group.

Where is Jim Hawryluk Aif®, C(K)P® based?

Jim Hawryluk Aif®, C(K)P® is based in Sugar Land, Texas, United States while working with The Wealth Consulting Group.

What companies has Jim Hawryluk Aif®, C(K)P® worked for?

Jim Hawryluk Aif®, C(K)P® has worked for The Wealth Consulting Group, Utma All-Stars, Sovereign Wealth Advisors, Llc, Intrua Financial, and Oak Point Financial Llp.

Who are Jim Hawryluk Aif®, C(K)P®'s colleagues at The Wealth Consulting Group?

Jim Hawryluk Aif®, C(K)P®'s colleagues at The Wealth Consulting Group include Christian Chasey, Cfp®, Jeanette Ng, Cfp®, William Tangog, Yessenia Flores, and Clinton E. Akerberg, Csric™.

How can I contact Jim Hawryluk Aif®, C(K)P®?

You can use AeroLeads to view verified contact signals for Jim Hawryluk Aif®, C(K)P® at The Wealth Consulting Group, including work email, phone, and LinkedIn data when available.

What schools did Jim Hawryluk Aif®, C(K)P® attend?

Jim Hawryluk Aif®, C(K)P® holds Accredited Investment Fiduciary from Center For Fiduciary Studies.

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