Jim Cooney launched his career as a financial advisor in 2011. Today, as a wealth planning consultant and a Certified Financial Planner, Jim specializes in comprehensive financial planning and advanced case design. With a career dedicated to helping clients achieve their investment and insurance objectives, he continues to guide them through a structured, holistic planning approach.
Jim graduated from Providence College with a Bachelor’s degree in marketing. He has continued pursuing education through attaining the professional designations of Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Financial Services Certified Professional (FSCP).
Jim lives in Brooklyn NY with his wife Meredith and son Charlie. He is passionate about music and New York sports.