Jim Shagawat, CFP®, ChFC®, MBA
Jim Shagawat CFP®, ChFC®, is a Partner Advisor with AdvicePeriod based in Bergen County, New Jersey. He joined AdvicePeriod because of its close alignment with his philosophy of approaching wealth management with intelligence and thoughtful, proactive decision-making.
For nearly two decades, Jim has strived to offer his clients innovative, tailored financial solutions and the highest level of service. He brings his extensive knowledge and experience in tax-efficient investing, business planning, estate planning and retirement income planning to pre-retirees, retirees and corporate executives needing help navigating their executive compensation packages and benefits.
Jim is committed to making complex financial matters manageable for his clients. Over the years, he has gained valuable skills in understanding his clients’ objectives and then creating a personalized road map for attaining them. He takes a holistic approach, collaborating seamlessly with a client’s CPA and estate planning attorney to design a comprehensive financial strategy. His goal is two-fold: to serve clients with professionalism, trustworthiness and integrity and to help them feel confident and in control of their wealth.
Jim holds an MBA from Rutgers University. He has appeared on various media outlets, including NBC News, PBS and CNBC, and has been quoted in The Wall Street Journal and New York Times. Jim was recognized as one of Money’s Best Financial Planners for 2024*.
In his free time, Jim enjoys sound engineering, watching films, being a dad and playing the saxophone.
*FPA/Money Best Financial Planners 2024 – The list of Best Financial Planners was published September 19, 2024, based on data collected from as of July 17, 2024, in a questionnaire that was made available exclusively to all CFP® professional members of Financial Planning Association (FPA) in good standing. The data was tabulated by Money. While FPA members pay an annual membership fee to the FPA, payment of this fee and completion of the questionnaire did not guarantee or influence the probability of appearing on the list. No fee was paid to Money for participation. The list of Best Financial Planners is a collaborative effort of the FPA and Money intended to highlight financial planning professionals independently determined to possess the baseline skills, experience, and expertise most valued by clients who seek professional financial planning advice. Various qualitative and quantitative criteria were considered in developing the scoring system, including each participating planner’s education, length of professional experience, level of ongoing training, disciplinary history (or lack thereof) and professional credentials. Approximately 1,006 FPA members responded to the questionnaire. Being selected as a Best Financial Planner should not be construed to be a promise of any investment result or an endorsement by the FPA or Money and is not representative of the experience of any current or former clients. Clients and prospective clients should also consider that participation was limited only to CFP® professional members of FPA in good standing and did not include the entire universe of licensed financial planning professionals. For more information on the methodology used, please visit https://money.com/best-financial-planners/methodology/
