Jim Flinchum (CFP®, CIMA®)

Jim Flinchum focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

A client is more than a package of numbers to us.  They are friends who need to plan wisely for the future by integrating their current investment management plan with their family's estate planning.

A good portfolio for one person is not necessarily a good portfolio for another person.  A good estate plan for one person is not necessarily a good estate plan for another person.  Knowing a person - really knowing a person, is the first step in financial planning, and I enjoy that step the most.

Additional Information

Jim Flinchum is a retired Senior Vice President from SunTrust Bank, where he assisted high net worth families, both domestically and internationally, with their investment, estate planning and borrowing needs. 

Earlier, he served as an officer in the U.S. Army Special Forces from 1967-70 and holds a bachelor's degree in finance & economics degree  from Old Dominion University, an M.B.A. from the College of William & Mary, and a Master of Science from the University of Dallas. In addition to being a CFP(r) Certificant, he is also a Certified Investment Management Analyst (CIMA) Certificant, following his studies at the Wharton School of the Univerisity of Pennsylvania.  He has taught economics at the University of Texas - Arlington and the American Institute of Banking.

Jim served as a city councilman in Texas and was appointed by the Governor to the Texas State Depository Board.  He is the Past Chairman of the Virginia Beach Chamber of Commerce and was appointed by the Governor to the Virginia Public Building Authority.   Locally, he served on the Virginia Beach Local Finance Board to monitor investments in the Virginia trust fund.  Currently, he serves on the Investment Committee of the Chamber of Commerce.

He was awarded the Kessler Award - the national writing award from the Investment Management Consultant's Association for the best financial article of the year - for "The Evolution of Family Governance" discussing the innovative techniques such as private trust companies, family banks and family councils.  In addition, he was awarded The International Book Award for his novel Paybacks.

He is married to the former Renee Aufill and has one daughter and grandson, who unfortunately live in Texas.  

NAPFA Start Date

May 26, 2009

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This Office

2309 Mariners Mark Way Apt 401 Virginia Beach, VA 23451-1397 Phone: (757) 963-5699 Fax: (757) 227-6931