Jim Schlager

Jim Schlager Email and Phone Number

Managing Partner at Running Point Capital Advisors, LLC @
Jim Schlager's Location
Manhattan Beach, California, United States, United States
Jim Schlager's Contact Details

Jim Schlager personal email

n/a
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.

Jim Schlager's Current Company Details
Running Point Capital Advisors, LLC

Running Point Capital Advisors, Llc

Managing Partner at Running Point Capital Advisors, LLC
Jim Schlager Work Experience Details
  • Running Point Capital Advisors, Llc
    Managing Partner
    Running Point Capital Advisors, Llc Jan 2020 - Present
    101 North Pch, Suite 305 El Segundo, California, 90245
    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.
  • Moss Adams
    Principal, Wealth Management
    Moss Adams 2001 - Jan 2020
    Greater Los Angeles Area
    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.
    View
  • Financial Security Group Llc
    Principal And Owner
    Financial Security Group Llc Oct 1995 - Jun 2006
    Wealth management firm acquired by Moss Adams LLP.

Jim Schlager Skills

Ria

Jim Schlager Education Details

Frequently Asked Questions about Jim Schlager

What company does Jim Schlager work for?

Jim Schlager works for Running Point Capital Advisors, Llc

What is Jim Schlager's role at the current company?

Jim Schlager's current role is Managing Partner at Running Point Capital Advisors, LLC.

What is Jim Schlager's email address?

Jim Schlager's email address is ji****@****ams.com

What schools did Jim Schlager attend?

Jim Schlager attended College Of Financial Planning, Washington State University.

What are some of Jim Schlager's interests?

Jim Schlager has interest in Marathon Running, Swimming, Road And Mountain Biker, Skiing.

What skills is Jim Schlager known for?

Jim Schlager has skills like Ria.

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