James Pearman (CFP®, CPA/PFS)

James Pearman focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Partners in Financial Planning, LLC. provides coordinated, fee-only financial planning process that entails no product sales, commissions, or finders' fees. Because of this approach, all recommendations are developed without bias.

Additional Information

James E. Pearman, Jr., CPA/PFS, CFP ® (Jim), is an honors graduate in accounting from Virginia Tech. He has held the CPA designation since 1972 and has over thirty-nine years of professional experience, including expertise in the areas of employee benefits, estate planning, ESOPs, strategic planning, taxes, investments, retirement planning, and real estate. Pearman is a member of the American Institute of CPAs, the Virginia Society of CPAs, and has been accredited as a Personal Financial Specialist (PFS). He has earned the designation of Certified Financial Planner (CFP®), is a NAPFA-Registered Financial Advisor®, and is a member of the New River Valley and Roanoke Valley Estate Planning Councils. He is a Registered Investment Advisor Representative and a licensed insurance consultant. Pearman was selected in 1998, 2000, 2002, 2004,2006 and 2008 as one of the top 120 financial advisors for doctors in the United States by Medical Economics magazine.

NAPFA Start Date

April 12, 1994

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This Office

421 S College Ave Salem, VA 24153-5055 Phone: (540) 444-2930