Jim Marrocco (CFA®, CFP®)

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

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Millennials

Planning Specialties

Whether you’re single, have a family, are an entrepreneur or retired, everyone needs to keep track of the money in her life. And financial planning is not just about crunching numbers. We first need to figure out all the pieces of your life and pull them together. It’s about getting to know you. Only then can we pull out the calculator. Services are customizable and available to all, so inquire with me and we can decide which type of arrangement works best for you.

I also specialize in working with the LGTBQ Community and their specific planning needs. Learn more here

Common Elements of Financial Planning Services: 

  • Wealth Planning: Everything from planning your cash flow to figuring out how much and where to save to paying down debt. 
  • Tax Management: Keeping an eye on taxes to ensure your planning properly. 
  • Investment Management: Whether you have investments at outside accounts or at Thinking Big Financial, I will manage your investments using a rigorous and disciplined process. Its all about controlling the controllables. Learn more here
  • Risk Management: Ensuring that you have adequate financial protection through insurance, proper savings and staying on top of how to protect yourself. 
  • Life Planning: Are you estate plans and wishes laid out in documentation and organized in a way that meets your wishes? I'll be there to assist you in making sure you are prepared. 

 

Additional Information

After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discipline about investing, how to understand companies, industries and market psychology. Most of all, the years of working, learning and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.

Despite not working in personal finance, I occasionally found friends and family coming to me asking an assortment of questions about taxes, investments and “the market,” among other things. While it took me a while to realize, I learned that these conversations and relationships were very fulfilling. And I also found how powerful advice, a different perspective or to be heard could impact people’s lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people. 

And so that is where the idea of my business came from — putting together the inspiration of helping people achieve their dreams by using my investment experience to create positive change in people’s financial lives. I am a true believer that it is through a roadmap that we realize our aspirations no matter how big or small. And our financial lives often play a large role in that. A financial plan allowed me to take this step in creating my own business and I feel that with a plan, anyone can be a step closer to their life’s dreams.

Visit my website to learn more.  

NAPFA Start Date

August 10, 2017

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This Office

928 Broadway Ste 806 New York, NY 10010-8128 Phone: (973) 224-1145