Jim McGowan (CFP)
Jim McGowan focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jim is a Certified Financial Planner with 15 years of experience in the financial services industry with companies including Ameriprise, Vanguard and Hartford Mutual Funds.
He started in financial planning 9 years ago and currently works for The Marshall Financial Group, a fee only, independent RIA in Doylestown.
He is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on the board of the Financial Planning Association of Philadelphia.
NAPFA Start Date
September 16, 2016