Jim Jacobucci
Director Of Financial Planning at Financial Finesse | Lisle, Illinois, United States
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As the Director of Financial Planning at Financial Finesse, Jim Jacobucci plays a pivotal role in empowering employees to achieve financial security and independence. With a strong commitment to providing unbiased financial guidance, Jim focuses on enhancing the financial well-being of clients' employees through tailored education programs. His expertise in retirement planning, investment strategies, and wealth management allows him to address the diverse financial needs of individuals from various backgrounds.
At Financial Finesse, Jim leads key projects aimed at reducing financial stress among employees by equipping them with the knowledge and tools necessary for effective financial management. He specializes in retirement planning, helping clients navigate complex decisions surrounding 401(k) rollovers and investment advisory services. His proficiency in college savings plans, including 529 plans, ensures that families can strategically save for their children's education, further contributing to their long-term financial stability.
Jim's extensive experience, underscored by his Series 7 certification, enables him to provide comprehensive insights into investment strategies that align with clients' goals. By fostering a culture of financial literacy within organizations, he not only enhances employee engagement but also drives overall productivity. Through his leadership, Financial Finesse continues to fulfill its mission of making financial education accessible, ultimately helping individuals take control of their financial futures. Jim Jacobucci's dedication to improving financial well-being positions him as a trusted resource for employees seeking to navigate their financial journeys with confidence.
Director Of Financial Planning at Financial Finesse in January 2017 to Present
Financial Planner at Advance Capital in January 2011 to January 2017
Financial Advisor at Edward Jones in April 2006 to December 2010
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Retirement Planning
Investment Advisory
Mutual Funds
Asset Allocation
Retirement
Investment Strategies
Series 7
Wealth Management
IRAs
401k Rollovers
Saving for Education
College Savings Plans
529 Plans
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Discover more about Financial FinesseWhat is Jim Jacobucci email address?
Email Jim Jacobucci at [email protected]. This email is the most updated Jim Jacobucci email found in 2026.
What is Jim Jacobucci phone number?
Jim Jacobucci phone number is +16302314167.
How to contact Jim Jacobucci?
To contact Jim Jacobucci send an email to [email protected]. If you want to call Jim Jacobucci try calling on +16302314167. (updated on October 30, 2024)
What company does Jim Jacobucci work for?
Jim Jacobucci works for Financial Finesse
What is Jim Jacobucci's role at Financial Finesse?
Jim Jacobucci is Director Of Financial Planning
What industry does Jim Jacobucci work in?
Jim Jacobucci works in the Financial Services industry.
Jim Jacobucci Email Addresses
Jim Jacobucci Phone Numbers
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