Jim Platania, Jr., CFP®, CPA
Wealth Management Advisor
The family business has been a part of Jim's life for as long as he can remember. Growing up in Arlington Heights, Jim spent many hours hanging around the office. He interned at Platania Financial in high school and college, learning about stocks, bonds, and the power of compound interest. Jim majored in Accounting during his time at the University of Illinois and always considered the idea of joining Jim Sr. and Bridget at Platania Financial down the road.
After earning his CPA and working three years at KPMG, Jim received a phone call from his dad, who told him that Platania Financial would be bringing on another Wealth Management Advisor. He asked Jim if he would fill that role, and the rest is history.
Since 2015 Jim has worked alongside Jim Sr. to help clients pursue their financial goals and align their values with their money. Together they help clients create their financial plan, fund their financial plan, and stick to their financial plan.
Jim earned his certified financial planner™ designation in 2016, nearly 30 years to the day that Jim Sr. received his. In addition to advising clients, Jim oversees the technology and communication efforts at Platania Financial. He’s been featured in and written for the finance section of the Daily Herald’s Business Ledger and oversees the Platania Financial Blog.
Jim graduated from St. Viator High School where he has served on the Board of Trustees and as the Chairperson of the SVHS Alumni Association Board. Jim has also spent time as a mentor with Big Brothers Big Sisters in Chicago. Jim and his wife Alex currently live in the River North neighborhood.