Jim Cornfeld (CFP®, MBA)

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

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Wealth Enhancement

  • Cash Flow Planning
  • Retirement Planning
  • Education Planning
  • Income Tax Planning

Wealth Transfer

  • Estate, Gift and Wealth Transfer Planning

Wealth Protection

  • Risk Management
  • Eldercare Planning

Wealth Sharing

  • Charitable Planning

Additional Information

It was as a student at the University of Chicago that Jim Cornfeld was first introduced to the academic-based investing philosophy that is at the core of Buckingham's approach. Decades later, he sees that science being put to work every day on behalf of his clients, and in ways he never thought possible. By relying on evidence rather than conjecture and a comprehensive approach to wealth management rather than a singular focus on investment, Jim has built a rapport with his clients that keeps him excited to come to work each day.

A wealth advisor, Jim joined Buckingham Strategic Wealth in 2006. Prior to that, he was vice president and portfolio manager for First Bank Wealth Management Group. He spent 18 years with Mobil Oil Corporation in its marketing division, representing Mobil globally from its offices in Africa, Australia and New York.

Jim is a CERTIFIED FINANCIAL PLANNERTM Professional and chairs the Buckingham’s Advanced Planning Committee.

He holds an MBA from the University of Chicago and a bachelor’s degree from Northwestern University in Evanston, Ill. He serves on the board of the Financial Executives Networking Group.

Jim and his wife, Jann, have a daughter, Emily, who expanded their family by one when she recently married.

NAPFA Start Date

March 15, 2017

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This Office

8182 Maryland Ave. Ste. 500 Saint Louis, MO 63105-3921 Phone: (314) 725-0455