Jim Wood CFP® has been in Financial Services since 1998 and has helped hundreds of investors with their investment accounts and financial planning.

Jim started his career in Southern California with a large insurance company where he helped the employees of non-profits start their retirement plans. As time progressed at the insurance company, Jim began to increasingly question the industry practices that he was observing. It appeared to Jim that company profits were often more important than providing the best solutions to the client’s investment needs. In addition, he saw that the planners who were great salesman, but not necessarily great planners, received most of the support from the company. In 2010 Jim finally decided that those conflicts were not resolvable and left to form his own independent financial planning practice.

It was through Jim’s work as an independent financial planner that he discovered Paul Winkler and Paul’s use of “Coaching” to help clients truly understand the investing process. Jim’s mission had always been to educate clients in order to help them be more successful investors and he was greatly impressed by Paul’s knowledge and talent for education. Consequently, Jim was very pleased to join Paul’s team of coaches in 2014.

Jim attended California State University, Bakersfield and graduated, with honors, with a BA degree in Communications and a BS degree in Biology. He received his Certified Financial Planner designation in 2001.

Jim has been married to his wife Yvonne since 2002 and they have two children, Angelo and Gianna.