Jim Shagawat, CFP®, ChFC®, is a Partner Advisor at AdvicePeriod. Jim offers his clients unparalleled guidance through mindful and individualized planning, placing the client’s financial wellness above all. He is passionate about simplifying detailed issues to deliver actionable advice.
Jim Shagawat CFP®, ChFC®, is a Partner Advisor with AdvicePeriod and based in Bergen County, New Jersey. For almost 20 years, Jim has continually offered his clients the highest level of service with innovative, tailored financial solutions including tax-efficient strategies and estate planning. In his field, Jim is known for his modern approach to wealth management and flexibility to his customer’s needs. His vast and diverse pool of clients includes a lead movie actress, educators, entrepreneurs, and corporate executives.
Formerly the founder of Windfall Wealth™, Jim joined AdvicePeriod due to its close alignment with his own philosophy of approaching wealth management with intelligence, and thoughtful decision making that is both active and proactive while always keeping the client’s best interests in mind. Jim holds an MBA and offers extensive knowledge and experience in financial planning, investing, and estate planning. Over the years, he has gained valuable skills in understanding the visions of different customers easily, as well as developing a roadmap catered towards attaining the client’s personal financial goals.
Jim attends to his clients with the utmost professionalism and offers his services with staunch trustworthiness, and uncompromising integrity. These attributes have earned him the trust of his clients and professional recognition with the prestigious Five Star Wealth Manager Award.
Jim has also been recognized as Bergen County, NJ “Top Financial Advisor”. Jim has made appearances on PBS and has been quoted in the Wall Street Journal and the New York Times.
In his free time, Jim enjoys sound engineering, watching films, being a dad, and playing the saxophone.
Bergen County, NJ “Top Financial Advisor” awards are based on three criteria: 1) Individual financial advisor’s number of years in business; 2) number of individual client relationships; and 3) advisor firm’s assets under management. All three criteria were given equal weighting in deciding the final order of the rankings.
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