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.

In his free time, Jim enjoys sound engineering, watching films, being a dad and playing the saxophone.

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