Multi Generation Family Walking In Park

About the Author

James Morris Robinson CRPC CFP

James M. Robinson is a premier policy authority and Subject Matter Expert (SME) on Financial Readiness. He is an accomplished credentialed finance professional with over 30 years in the industry. 


Jim has a strong passion for enabling people of all six American living generations with the proper financial to make suitable financial decisions…for all life stages. This includes the men and women of the United States military and civilian employees.


In addition to serving the private sector for over 20 years, Jim served the military as a subject matter expert at Headquarters Marine Corps (HQMC) for the Personal Financial Management Program (PFMP).  Jim conducted research and analysis, planning and the development, coordination, and monitoring of Financial Literacy related programs. He also provided comprehensive and expert level analysis of personal financial management programs and provided recommendations on functional effectiveness of business programs, business practices, operations, productivity, and efficiency.


Education |Certifications | Licensing

  • Series 24 Principal with Series 7, Series 51 licenses

  • Registered Investment Advisor (Series 66 license) 

  • Bachelor’s Degree in economics/Marketing from DePaul University, Chicago Illinois

  • Master of Science in Financial Services from The American College, Bryn Mawr PA

 

Industry Credentials

  • Charter Life Underwriter-CLU

  • Chartered Financial Consultant-ChFC

  • Certified Financial Planner-CFP

  • Chartered Retirement Planning Counselor-CRPC 

  • Board Certified with the International Board of Standards-College of Financial Planning.  

 

Community

  • Served as Chairman of Technology Committee-Financial Planning Association – Atlanta Georgia

  • Served as SCORE Executive -Savannah Georgia

  • Club Scouts and Boy Scouts of America 

 

Personal
Jim was born and raised in Savannah, Georgia where as a boy, he watched huge container ships travel up and down the Savannah River. Savannah is also home to two military bases, Fort Stewart, and Hunter Army Air Force bases. Jim loves attending the Air Shows at the Marine Corps Air Station in Beaufort South Carolina.
Jim loves spending as much time as he can ‘Billfishing’ in the waters near Tortola BVI and Puerto Rico. He also loves hunting in Alaska as the Sun Dogs dance across the sky. Jim is currently working on several fiction and nonfiction novels. Jim currently resides in Virginia.


Point of Contact
Jim can be reached at 9450 SW Gemini Drive, Suite 32431 Beaverton, Oregon 97008-7105
Cell Phone: 301-351-8108 email: wealthpreceptor@gmail.com 
LinkedIn: https://www.linkedin.com/in/cfp/