James Cochran (Jimmy) has 10+ years of experience as a financial advisor. He utilizes both public and private market investments to help generate returns for his clients with a secondary focus on asset protection. Jimmy looks to minimize product expenses where suitable to keep total fees cost effective and take advantage of different investment vehicles and account types to increase tax efficiency.
Jimmy received his CERTIFIED FINANCIAL PLANNER™, CFP® certification in October 2010 and previously worked for The Northern Trust Company in their Wealth Management group.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
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