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Jim Koliatsis, CFP®

Jim Koliatsis, CFP®

Managing Partner

 

Jim Koliatsis is a successful financial consultant and Managing Partner at KMG Wealth Management with over 20 years of experience in the financial industry. He enjoys helping clients and their families plan for their financial future that goes beyond making investment recommendations. Jim, a Certified Financial Planner™, uses his skill set to partner up with clients to work toward their life goals by taking the time to clearly understand their intimate backgrounds, needs and objectives. He works collaboratively with clients to help develop a financial plan, recommend an appropriate strategy and offer solutions.

The experience of being born and raised in the city of Chicago as a first generation American has shaped his midwestern values of respect, humility and hard work that drives his passion for the business and commitment to his clients. He enjoys the outdoors and traveling with his wife and friends. Jim and his wife, Sophia, have two children, Georgio and Yianni, and reside in the North Shore of Chicago where they enjoy giving back to the community.

 

Professional Licenses:

  • Life & Health Insurance License
  • Series 7
  • Series 66
  • Series 24