Jim Waterman, Financial Advisor located in Plano, TX

Financial Advisor
Jim Waterman

CFP®, AAMS®, CRPC™
5301 Village Creek Dr, Suite D, Plano, TX 75093opens in a new window
Referrals Only
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Swimming
  • Yoga
  • Hiking
  • Traveling
  • Active Lifestyle

Team Members

  • Sonja Hathcock
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(469) 661-1374

Fax

(877) 269-7393

Office Address

5301 Village Creek Dr
Suite D
Plano, TX 75093opens in a new window

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