Jim DiNardo, CFP®, ChFC®, CLU®, MSFS®, RICP®

Wealth Management Advisor at Pioneer Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US
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Experience

  • Pioneer Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Nov 2001 - Present

      Jim understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Jim know how he might be able to help you realize your vision for the future. Jim understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Jim know how he might be able to help you realize your vision for the future.

  • Northwestern Mutual Financial Network+
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2006 - Jan 2007
  • Northwestern Mutual Financial Network
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Representative
      • Nov 2001 - Dec 2005
  • Donaldson, Lufkin & Jenrette
    • United States
    • Investment Banking
    • Investment Advisor
      • 1998 - 1999

Education

  • American College, Masters In Financial Services
    Masters Degree, Financial Services
    2005 - 2007
  • American College
    Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
    2002 - 2004
  • Hamilton College
    Bachelor of Arts, Economics
    1994 - 1998

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