Jim Brogan
President and Founder at Brogan Financial | Knoxville, Tennessee, United States
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Jim Brogan, MBA, is the visionary President and Founder of Brogan Financial, a firm he established in 2001 with a commitment to delivering exceptional retirement and legacy planning services. With over two decades of experience in the financial industry, Jim has cultivated a reputation as a trusted financial educator and advisor, specializing in strategic financial planning, estate planning, and investment advisory. His expertise is underscored by his designation as a Certified Retirement Financial Advisor (CRFA), which reflects his dedication to helping clients navigate the complexities of retirement planning and wealth management.
At Brogan Financial, Jim leads a team that focuses on empowering clients to understand how to leverage their financial resources to achieve their life goals and create lasting legacies. His approach is holistic, integrating financial advisory services with personalized strategies that align with each client’s unique aspirations. Key projects at Brogan Financial include comprehensive retirement income planning, tax-efficient strategies for IRAs, and tailored wealth management solutions designed to maximize clients' financial potential.
In addition to his role at Brogan Financial, Jim is a recognized thought leader in the industry, having been honored as the 2011 National Advisor of the Year by Senior Market Advisor Magazine. He shares his insights and expertise as the host of Newstalk 98.7 FM's #1 rated weekend program, where he engages listeners with valuable discussions on retirement planning and financial literacy. Through his work, Jim continues to inspire individuals to take charge of their financial futures, ensuring they are well-prepared for the journey ahead.
President and Founder at Brogan Financial in June 2001 to Present
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Board Certified in Estate Planning (BCE)
Certified Retirement Financial Advisor (CRFA)
Strategic Financial Planning
Retirement
Estate Planning
Investment Advisory
Financial Advisory
Marketing
Finance
Retirement Planning
IRAs
Community Outreach
Wealth Management
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Discover more about Brogan FinancialWhat is Jim Brogan email address?
Email Jim Brogan at [email protected] and [email protected]. This email is the most updated Jim Brogan email found in 2026.
What is Jim Brogan phone number?
Jim Brogan phone number is +18658038546 and +19173183470.
How to contact Jim Brogan?
To contact Jim Brogan send an email to [email protected] or [email protected]. If you want to call Jim Brogan try calling on +18658038546 and +19173183470. (updated on November 04, 2024)
What is Jim Brogan net worth?
Jim Brogan has an estimated net worth of $375,000 to $499,999
What company does Jim Brogan work for?
Jim Brogan works for Brogan Financial
What is Jim Brogan's role at Brogan Financial?
Jim Brogan is President and Founder
What industry does Jim Brogan work in?
Jim Brogan works in the Financial Services industry.
Jim Brogan Email Addresses
Jim Brogan Phone Numbers
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