Wealth Management Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Jim Kinney Email & Phone Number
CERTIFIED FINANCIAL PLANNER®, Retirement Architect
at
Omnica Wealth
1 work email found
@cfdinvestments.com
3 phones found area 908 and 866
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER®, Retirement Architect
Location
Califon, New Jersey, United States
Who is Jim Kinney? Overview
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Quick answer
Jim Kinney is listed as CERTIFIED FINANCIAL PLANNER®, Retirement Architect at Omnica Wealth, based in Califon, New Jersey, United States. AeroLeads shows a work email signal at cfdinvestments.com, phone signal with area code 908, 866, and a matched LinkedIn profile for Jim Kinney.
Jim Kinney previously worked as Wealth Management Advisor at Omnica Wealth and Founder and Owner at Financial Pathways. Jim Kinney holds Mba, Marketing from Fairleigh Dickinson University.
Company email context
Email format at Omnica Wealth
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jkinney@cfdinvestments.com
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AeroLeads found 1 current-domain work email signal for Jim Kinney. Compare company email patterns before reaching out.
Profile bio
About Jim Kinney
This communication is strictly intended for individuals residing in the United States.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Listed skills include Leadership, Estate Planning, Financial Advisory, Certified Financial, and 41 others.
Current workplace
Jim Kinney's current company
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5 roles
Jim Kinney work experience
A career timeline built from the work history available for this profile.
Founder And Owner
As a Financial Planner and the owner and founder of Financial Pathways, I enjoy helping individuals and families in New Jersey with their financial and retirement goals through the process of financial planning. In addition to comprehensive financial and retirement planning services, Financial Pathways provides investment management services for clients who request this service. Our Financial Coaching service helps people who do not need a detailed financial plan to start working toward their goals. Financial coaching is popular with young people, and those who need guidance and help with budgeting, debt, investing, or overcoming financial challenges. Clients often report that the planning work we do for them lifts a great weight from their shoulders. Being able to more clearly see the financial pathway ahead can dramatically reduce stress which results from uncertainty and fear.
Jan 2007 - Nov 2024
Frontier Financial Planning Inc.
Frontier Financial Planning Inc.
Provided financial planning, retirement planning, and investment management services to the firms clients. Created successful web based marketing strategy for the firm.
Feb 2005 - Dec 2006
Co-Founder, Chief Operating Officer
We were a group of corporate cogs who thought we could build a better mousetrap - and we did! Howard, Pam, John and I started with very little but the conviction that there had to be a better way to service the logistics needs in the broadly decentralized global apparel industry - at least when it concerned bar code data and tag and label printing and distribution. We grew Shore to Shore to be a key supplier in this marketplace with a presence in over a dozen countries and hundreds of employees. It was a true adventure, loads of fun, the experience of a lifetime. I sold my interest in 2003 to pursue other entrepreneurial passions. Shore to Shore was eventually acquired by Checkpoint Systems of Philadelphia.
Sep 1990 - Jan 2004
Electronic Marking Systems Sales Specialist
Monarch Marking Systems (Div. Of Pitney Bowes)
Technical sales specialist for barcode printing equipment.
Jan 1986 - Jan 1990
3 education records
Jim Kinney education
Mba, Marketing
Bs, Marketing
Education record
Red Bank Catholic
FAQ
Frequently asked questions about Jim Kinney
Quick answers generated from the profile data available on this page.
What company does Jim Kinney work for?
Jim Kinney works for Omnica Wealth.
What is Jim Kinney's role at Omnica Wealth?
Jim Kinney is listed as CERTIFIED FINANCIAL PLANNER®, Retirement Architect at Omnica Wealth.
What is Jim Kinney's email address?
AeroLeads has found 1 work email signal at @cfdinvestments.com for Jim Kinney at Omnica Wealth.
What is Jim Kinney's phone number?
AeroLeads has found 3 phone signal(s) with area code 908, 866 for Jim Kinney at Omnica Wealth.
Where is Jim Kinney based?
Jim Kinney is based in Califon, New Jersey, United States while working with Omnica Wealth.
What companies has Jim Kinney worked for?
Jim Kinney has worked for Omnica Wealth, Financial Pathways, Frontier Financial Planning Inc., Shore To Shore, and Monarch Marking Systems (Div. Of Pitney Bowes).
How can I contact Jim Kinney?
You can use AeroLeads to view verified contact signals for Jim Kinney at Omnica Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jim Kinney attend?
Jim Kinney holds Mba, Marketing from Fairleigh Dickinson University.
What skills is Jim Kinney known for?
Jim Kinney is listed with skills including Leadership, Estate Planning, Financial Advisory, Certified Financial, Budget And Debt Counselling And Advice, Financial Planners, Accounting, and Fixed Annuities.
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