About Jim

Jim Flinchum is a former Special Forces officer and an expert marksman, who lives in Virginia Beach, Virginia.  Already retired from a major bank as a Senior Vice President, he is currently Managing Principal and part-owner of a registered investment advisor.  Mr. Flinchum is an Accredited Investment Fiduciary© and a Certified Investment Management Analyst©, and was a CERTIFIED FINANCIAL PLANNER™ professional from 1988 to 2020.  He holds degrees from Old Dominion University, the College of William & Mary, and the University of Dallas. He also won the Kessler Award from the Investment Management Consultants Association for the Best Financial Article of 2008.

He is a member of the National Association of Business Economics (NABE) and the Financial Planning Association (FPA).

Lastly, he recommends worried investors discuss the possibility of being involved in a Ponzi scheme with a member of the FPA.  For an advisor near you, check www.financialplanningassociation.org


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.