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Jim Oliver Cpa, Pfs, Cgma, Cfp(r)
Experienced financial expert with tax, estate planning, and wealth management expertise.
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Location
San Antonio, Texas Metropolitan Area, US
Skills
- Tax
- Estate Planning
- Retirement Planning
- Wealth Management
- Cpa
- Show all
Bio
Generated by
Topline AI
Jim Oliver, CPA, PFS, CGMA, CFP(r) is a seasoned financial expert with extensive experience in tax, estate planning, retirement planning, wealth management, and business planning. He holds multiple prestigious certifications from the AICPA and CFP Board of Standards, Inc. He practices in the San Antonio, Texas Metropolitan Area.
Credentials
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Certified Financial PlannerTM Professional
Certified Fianncial Planner Board of Standards, Inc.Sep, 2003- May, 2026 -
Certified Public Accountant
State of TexasMar, 1978- May, 2026 -
Chartered Global Management Accountant
AICPAJul, 2012- May, 2026 -
CPA Personal Financial Specialist (PFS)
AICPA
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Industry Focus. “Accounting and Auditing”
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