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Jim Schlager Email & Phone Number
Partner
at
Cerity Partners
1 work email found
@mossadams.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Manhattan Beach, California, United States
Company size
Who is Jim Schlager? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jim Schlager is listed as Partner at Cerity Partners, a company with 1282 employees, based in Manhattan Beach, California, United States. AeroLeads shows a work email signal at mossadams.com and a matched LinkedIn profile for Jim Schlager.
Jim Schlager previously worked as Managing Partner at Running Point Capital Advisors, Llc and Principal, Wealth Management at Moss Adams. Jim Schlager holds Masters Of Science from College Of Financial Planning.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Jim Schlager's masked contact details.
{first}{last}@mossadams.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Schlager. Compare company email patterns before reaching out.
Profile bio
About Jim Schlager
I understand what my clients are going through, because I’ve spent my entire professional career helping families manage their finances, and I have started, built and sold a large business. As a firm, Moss Adams Wealth Advisors has the knowledge, resources and track record to help build, manage and preserve what’s taken you a lifetime to grow.I have over 20 years experience as an entrepreneur helping closely held business owners and families manage their business and personal wealth. I also work closely with business owners in crafting the steps toward transition from active management to successful financial independence, and works with individuals and families to create plans that give context to the financial decisions and investments they make.
Listed skills include Ria.
Current workplace
Jim Schlager's current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
4 roles · 25 years
Jim Schlager work experience
A career timeline built from the work history available for this profile.
Managing Partner
Current
Running Point Capital Advisors, Llc
Running Point Capital is a team of financial experts representing multiple disciplines, all dedicated to the total financial well-being of our clients. We understand that a family’s financial needs extend beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more. We offer.
Jan 2020 - Present
Principal, Wealth Management
Our clients’ interests are always top priority. We don’t sell proprietary products, and we get to know all clients personally. Providing highly customized, personal advice allows us to take care of every aspect of their financial lives and be on the lookout for their best interest. This focus on personal relationships, trust and accountability really.
2001 - Jan 2020
Principal And Owner
Financial Security Group Llc
Wealth management firm acquired by Moss Adams LLP.
Oct 1995 - Jun 2006
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →
CL
Cameron Lehrmann, Cpa
Colleague at Cerity PartnersDallas-Fort Worth Metroplex, United States
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JM
Joe Matus, Cfa
Colleague at Cerity PartnersGreater Philadelphia, United States
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LD
Lenee Dirzuweit
Colleague at Cerity PartnersTowson, Maryland, United States, United States
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SH
Sandra Humphries
Colleague at Cerity PartnersCincinnati Metropolitan Area, United States
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CD
Christina Davis
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
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GB
Gerard Burke
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
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MM
Matt Mcdonald
Colleague at Cerity PartnersNew York, New York, United States, United States
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CH
Christopher Hemstead
Colleague at Cerity PartnersSaratoga Springs, New York, United States, United States
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SD
Sarah Decamp, Chfc®
Colleague at Cerity PartnersGreater Indianapolis, United States
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JD
John D. Stanovich, Cfp®
Colleague at Cerity PartnersCincinnati, Ohio, United States, United States
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Cameron Lehrmann, Cpa
Colleague at Cerity PartnersDallas-Fort Worth Metroplex, United States
View →
JM
Joe Matus, Cfa
Colleague at Cerity PartnersGreater Philadelphia, United States
View →
LD
Lenee Dirzuweit
Colleague at Cerity PartnersTowson, Maryland, United States, United States
View →
SH
Sandra Humphries
Colleague at Cerity PartnersCincinnati Metropolitan Area, United States
View →
CD
Christina Davis
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
GB
Gerard Burke
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
View →
MM
Matt Mcdonald
Colleague at Cerity PartnersNew York, New York, United States, United States
View →
CH
Christopher Hemstead
Colleague at Cerity PartnersSaratoga Springs, New York, United States, United States
View →
SD
Sarah Decamp, Chfc®
Colleague at Cerity PartnersGreater Indianapolis, United States
View →
JD
John D. Stanovich, Cfp®
Colleague at Cerity PartnersCincinnati, Ohio, United States, United States
View →
2 education records
Jim Schlager education
Masters Of Science
College Of Financial Planning
Bachelor Of Science (B.S.)
FAQ
Frequently asked questions about Jim Schlager
Quick answers generated from the profile data available on this page.
What company does Jim Schlager work for?
Jim Schlager works for Cerity Partners.
What is Jim Schlager's role at Cerity Partners?
Jim Schlager is listed as Partner at Cerity Partners.
What is Jim Schlager's email address?
AeroLeads has found 1 work email signal at @mossadams.com for Jim Schlager at Cerity Partners.
Where is Jim Schlager based?
Jim Schlager is based in Manhattan Beach, California, United States while working with Cerity Partners.
What companies has Jim Schlager worked for?
Jim Schlager has worked for Cerity Partners, Running Point Capital Advisors, Llc, Moss Adams, and Financial Security Group Llc.
Who are Jim Schlager's colleagues at Cerity Partners?
Jim Schlager's colleagues at Cerity Partners include Cameron Lehrmann, Cpa, Joe Matus, Cfa, Lenee Dirzuweit, Sandra Humphries, and Christina Davis.
How can I contact Jim Schlager?
You can use AeroLeads to view verified contact signals for Jim Schlager at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Jim Schlager attend?
Jim Schlager holds Masters Of Science from College Of Financial Planning.
What skills is Jim Schlager known for?
Jim Schlager is listed with skills including Ria.
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