Jim Jr. is a registered Financial Advisor with LPL Financial, holding his Series 7 and Series 63 securities registrations. Jim helps clients of the firm plan to pursue their financial goals and objectives involving retirement planning, education funding, and tax planning, amongst others. Jim also assists with the day-to-day operations at Platania Financial, providing care and service to individuals and small businesses. With the guidance of his mentor, Jim Sr., he assists in implementing strategies to help clients lower their taxes and preserve wealth. He holds the certified financial planner™ (CFP®), certified public accountant (CPA), and accredited investment fiduciary (AIF®) designations in the State of Illinois. Jim has been featured in and written for the finance section of the Daily Herald’s Business Ledger.
Prior to working at Platania Financial, Jim spent three years providing financial services at KPMG LLP. He graduated with Honors from the College of Business at the University of Illinois at Urbana-Champaign in 2012.
Jim grew up in Arlington Heights, Illinois, where he graduated from St. Viator High School. He lives in Lincoln Park and enjoys boating, traveling to new places, and playing in basketball and beach volleyball recreational leagues. Jim values charitable service and has spent time as a mentor with Big Brothers Big Sisters in Chicago.