TEAM PROFILE

JIM REDMOND, CFP®, AIF®
Partner

James E Redmond (Jim) has been successfully providing financial advice and 401(k) consulting services since 1982. Jim has been a Certified Financial Planner CFP since 1986 and is an Accredited Investment Fiduciary AIF. Jim’s strength lies within his ability to bring clarity to his client’s financial needs and to offer solutions that are impactful.

Jim is a passionate speaker on the topic of “creating bigger paychecks for life”. He teaches regularly on how to retire with dignity and sustain that dignity through retirement.

Among his community service activities, Jim is the current President of the Akron Rotary Foundation, co-founder of the Akron Rotary Chili-Open, now in it’s 32nd year of impacting special children’s lives, and a current board member of the Summit-Portage-Medina County Red Cross.

Education:

• Ohio Wesleyan University, Bachelor of Arts
• Licensing: Series 6, Series 22, Health & Life Insurance, Variable Life & Annuities, Long Term Care
• Designations: CFP®, Certified Financial Planner AIF® Accredited Investment Fiduciary

Up Close:

• Jim and his wife Marianne currently reside in Silver Lake. They have three children, Kyle, John and Michael.