Jim Plasko, Ricp Aif Bfa Email & Phone Number

As a Founding Partner at Beyond Asset Management Jim acts as the Client Planning Strategist, designing the comprehensive strategies clients use to achieve their goals. He has worked in the financial industry for over 18 years, and enjoys knowing that his work at Beyond Asset Management is making a real difference in the lives of his clients.Aside from his RICP and AIF professional designations, Jim also holds his Series 6, 63, 7, 65, and 24 securities licenses. His dynamic personality coupled with his dedication to helping his clients succeed, has served Jim well throughout his career. Outside of the office, Jim enjoys spending time with his wife and their four daughters. His hobbies including watching movies, following politics and economics, and listening to music. He cites his dad as his personal hero, who taught him what it means to be a man, a father, a husband, and a community leader and servant. From a young age, Jim’s dad encouraged him to always give back to those around him and to put others first - a life lesson he carries with him to this day.I am licensed to sell Insurance Products in the following states: AL, AZ, CO, FL,GA, ID, KY, LA, MA, MN, MO, NC, SC, TN, TX,VA, WII am licensed to sell Securities in the following states: AL, AZ, CA, FL, GA, IA, IN, KY, MA, MI, MO, MS, NC, NH, NY, OH, SC, TN, TXSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Insurance License: 4052913

Listed skills include Wealth Accumulation, Insurance Planning, Retirement Planning, Management, and 5 others.