Jim Sandbothe, Cfp® Email and Phone Number
With a rich background that spans from serving as a fighter pilot in the US Air Force to pursuing the financial sector, I stand out as a knowledgeable and experienced Financial Advisor. Born and raised in Macon, MO, my journey in finance is marked by my ability to simplify complex investment concepts, making them accessible to my clients. My personal mission is to work collaboratively with clients, helping them pursue their financial goals with understanding and precision.I enjoy a fulfilling personal life, married to Vickie and a father to two daughters. I value family travels, exploring various overseas destinations together. When not working, I enjoy exercise as well as reading non-fiction. My career is highlighted by my service in the Air Force, obtaining my CFP, and completing the Client Psychology course by Wharton Executive Education Program.Looking ahead, I am passionate about continuing my work in financial planning. I believe in helping clients navigate the uncertainties of wealth accumulation with patience, discipline, and faith. I am approachable and available to my clients, committed to guiding them through their financial journey.To learn more about Aerial Wealth Advisors, visit our website at www.aerialwealthadvisors.com--Securities and advisory services offered through &PARTNERS℠, a registered broker-dealerand investment advisor, member FINRA/SIPC.CA Insurance License #0H02232Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
Aerial Wealth Advisors
View- Website:
- aerialwealthadvisors.com
- Employees:
- 4
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Co-Founder, Aerial Wealth Advisors Wealth Advisor, And PartnersAerial Wealth AdvisorsFarmington, Nm, Us -
Co-Founder, Aerial Wealth Advisors Wealth Advisor, &PartnersAerial Wealth Advisors Feb 2024 - Present -
Financial AdvisorEdward Jones Aug 1999 - Feb 2024 -
Financial AdvisorEdward Jones Aug 1999 - Feb 20245150 E Main, Ste 112, Farmington, Nm 87402
Jim Sandbothe, Cfp® Education Details
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Biology/Biological Sciences, General
Frequently Asked Questions about Jim Sandbothe, Cfp®
What company does Jim Sandbothe, Cfp® work for?
Jim Sandbothe, Cfp® works for Aerial Wealth Advisors
What is Jim Sandbothe, Cfp®'s role at the current company?
Jim Sandbothe, Cfp®'s current role is Co-Founder, Aerial Wealth Advisors Wealth Advisor, and Partners.
What schools did Jim Sandbothe, Cfp® attend?
Jim Sandbothe, Cfp® attended University Of Missouri-Columbia.
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