Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Jim obtained his Series 7 brokerage license in 1983, and has since continued to guide clients to their Financial goals. Focusing on maximizing retirement income within the risk tolerance of each client requires a clear understanding of income options, portfolio construction, and carefully monitoring of fees and expenses. The attention to detail is the difference between having “a guy” and knowing your finances are secure. Jim joined Commonwealth Financial Group, LLC. In 2017 for the total independence from brokerage firms/banks requirements to focus on their goals, as well as my clients. This allowed him to focus on why he first found Finance appealing ..…”To work directly with clients to help them generate a better return, reduce taxes on their investments, and ensure known risks are manage or minimized where possible”. Additionally, Jim holds the Series 63 & 65 licenses, his NYS Insurance license and has both an Accounting and Business degrees. These, and extensive professional contacts, enable him to quickly find the best answers to each client’s unique situations. Jim and his wife Lin make their home in Victor, NY where they enjoy time with friends, boating, golfing, and a wide variety of outdoor activities, usually accompanied by their son, Tyler. Securities Offered Through Cadaret, Grant & Co., Inc. * Member FINRA/SIPC CadaretGrant and Commonwealth Financial Group, LLC are separate entities.