Jim Gioia, CFP®
Wealth Manager, CERTIFIED FINANCIAL PLANNER™
It takes dedication, hard work, and passion to reach the top echelon in any profession. As a CFP, or CERTIFIED FINANCIAL PLANNER™, Jim has been working hard towards reaching the top and has dedicated himself to helping clients achieve the life they envision for over 30 years.
Jim began his career as a financial advisor in 1990, with Ameriprise Financial, and has been a CFP® since 1992. With a primary focus on retirement planning, and maximizing income, Jim is excited to be part of the team at Woodson Wealth Management.
With his extensive experience, Jim is well suited to provide insight into almost any financial situation.
As with most things in life, including finances, we don’t rise to the level of our expectations, but rather, sink to the level of our preparedness. You wouldn’t get on a plane without a pilot, or sail a ship without a captain, so why would you navigate the financial challenges without a knowledgeable and trusted CFP that you can consider a friend?
That is where Jim comes in.
Along with helping clients, Jim enjoys gardening, bowling, RV’ing, hiking and baseball.