Jim is a senior associate of Lifetime Financial Growth, LLC. He
has been educating and working with physicians, dentists,
executives and business owners in effective financial decision
making for nearly a decade. He has a tremendous passion for
helping people make informed decisions so they can meet their
objectives in the creation, maximization, protection, and
enjoyment of their wealth. His concepts and ideas break down
complex topics into an easy to understand format so decisions
can be made and progress can be achieved. In addition to
working with his own clients, Jim is a sought out national
speaker and mentor to other financial professionals around the
United States. He frequently travels to present to financial
planning firms, medical groups and financial services
conventions. Jim is an avid golfer and cyclist and enjoys time
with his wife Jerilyn and their daughter Molly.
Education:
- Bachelor of Science in Economics, Westminster College
- Bachelor of Science in Business Administration, Westminster College
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®), The American College
- Certified in Long Term Care (CLTC®)
Professional Licenses:
- Life, Accident and Health Insurance
- FINRA Series 6, 7, 63, & 65
Professional Associations:
- Society of Financial Service Professionals
- National Association of Insurance and Financial Advisors
- Association for Advanced Life Underwriting
National Faculty Member:
- The Living Balance Sheet® System
- The Advanced Planning Network
James P McGovern, CFP®, ChFC®, CLTC® is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Co. of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Lifetime Financial Growth, LLC is not an affiliate or subsidiary or PAS or Guardian. PAS is a member FINRA, SIPC.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.Guardian, its subsidiaries, agents or employees do not give tax or legal advice.© Copyright 2005-2009, The Guardian Life Insurance Company of America
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.