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Jim Schlager Email & Phone Number
Partner
at
Cerity Partners
1 work email found
@mossadams.com
LinkedIn matched
✓ Verified July 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 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 · 26 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 expertise and personalized service in a complete range of financial specialities—all in a single multi family office.
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 matters to me and my team, and it makes a difference for our clients.Moss Adams provides solutions to families and business owners, helping them meet financial goals, make informed decisions and integrate financial, investment, tax, legacy, insurance, real estate and charitable giving into their plans. I am one of more than 260 partners at the firm, and focus on the South Bay. I have lived in Manhattan Beach since 2000.
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 →
ML
Mallary Lloyd
Colleague at Cerity PartnersRonkonkoma, New York, United States
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JA
Joe Amicone
Colleague at Cerity PartnersSaratoga Springs, New York, United States
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SB
Samuel Bain
Colleague at Cerity PartnersBoston, Massachusetts, United States
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ND
Nate Dashiell
Colleague at Cerity PartnersSan Francisco Bay Area, United States
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AN
Alan Ness, Cfp®, Aif®
Colleague at Cerity PartnersReston, Virginia, United States
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JA
Jane Ann Chrumka
Colleague at Cerity PartnersGreater Boston, United States
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LB
Lindsay Bosan
Colleague at Cerity PartnersBronx, New York, United States
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GP
Grant Pham
Colleague at Cerity PartnersUnited States
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DM
Demi Maya
Colleague at Cerity PartnersNew York, United States
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MC
Molly Cline
Colleague at Cerity PartnersDenver, Colorado, United States
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Mallary Lloyd
Colleague at Cerity PartnersRonkonkoma, New York, United States
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JA
Joe Amicone
Colleague at Cerity PartnersSaratoga Springs, New York, United States
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SB
Samuel Bain
Colleague at Cerity PartnersBoston, Massachusetts, United States
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ND
Nate Dashiell
Colleague at Cerity PartnersSan Francisco Bay Area, United States
View →
AN
Alan Ness, Cfp®, Aif®
Colleague at Cerity PartnersReston, Virginia, United States
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JA
Jane Ann Chrumka
Colleague at Cerity PartnersGreater Boston, United States
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LB
Lindsay Bosan
Colleague at Cerity PartnersBronx, New York, United States
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GP
Grant Pham
Colleague at Cerity PartnersUnited States
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DM
Demi Maya
Colleague at Cerity PartnersNew York, United States
View →
MC
Molly Cline
Colleague at Cerity PartnersDenver, Colorado, United States
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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 Mallary Lloyd, Joe Amicone, Samuel Bain, Nate Dashiell, and Alan Ness, Cfp®, Aif®.
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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