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Mini jim shagawat
AdvicePeriod
Paramus, NJ

Jim Shagawat

CFP®, ChFC®
You work hard for your money. I make that money work hard for you!

Meet Jim

Hi and welcome, I’m Jim Shagawat.

Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before they realize it. I can’t stand by and watch this happen, and am determined to make sure it doesn’t happen to you.

I’m dedicated to making sure that when you have a windfall, it works for YOU. This isn’t just my job, it’s a personal mission. My…

Hi and welcome, I’m Jim Shagawat.

Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before they realize it. I can’t stand by and watch this happen, and am determined to make sure it doesn’t happen to you.

I’m dedicated to making sure that when you have a windfall, it works for YOU. This isn’t just my job, it’s a personal mission. My defining goal is to help our clients live more enjoyable lives by taking control of their wealth with confidence.

I created an exclusive process to enable people to take the bold leap towards the life they’ve always dreamed of, safe in the knowledge that they have a capable and trustworthy advocate to guide them on their journey.

My Path

My journey is not that of the typical financial planner. Though finance was always a passion of mine, my first love was actually music. It’s an unusual background that laid the foundations for a more intrinsic approach to financial planning, deeply rooted in emotional awareness.

I received my BA in Music from William Paterson University, and at age 25 I opened my own music studio, going on to become an award-winning composer with my writing partner, Rob Notoris. Together we created music for advertising, film, movie trailers, games, and TV, ranging from Animal Planet, Discovery Health, the History Channel, The Learning Channel, MTV, ABC, and The Travel Channel.

Despite my musical success, my love for finance and intense desire to help other people never left me. I spent all my spare time studying and earned my MBA in Finance from Rutgers University. In 1997 I closed my music studio and made the full switch to finance.

Today I live in northern New Jersey with my wonderful wife, Eve, and our two teenage children. The youngest of six siblings, I am very close to my extended family and enjoy spending time with them as often as possible. When I manage to steal a quiet moment to myself, I love listening to music and playing my saxophone.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Long-Term Care Planning

Experience with

Medical professionals
Finance professionals
Legal professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

MBA - Rutgers University-Newark
Bachelors - William Paterson University of New Jersey
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