“We do what we say and do the right thing, we have a service mindset.”
At nine years old, Jim Wessels began attending meetings with his dad and their financial advisor. By age 18, he was trading options on his own. Now, Jim serves as partner and financial advisor of Vision Financial Group. With more than two decades of experience, Jim has built a diverse background in pension, tax planning, estate planning strategies, and financial planning and investments. You don’t want to miss this brand-new episode of Cambridge Stronger as Jim highlights the unique ways he serves his clients, how he navigates generational wealth management, and why he believes internship programs are key to bringing in next-gen financial professionals. As a 2022 Honorable Mention in the Lifetime Achievement Category for the Invest in Others Awards, Jim also share what drives his commitment to volunteer.
Tune into Episode 186: A Service Mindset, as Jim joins Cambridge CEO Amy Webber to discuss:
Jim's financial career spans two decades. He has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments. Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.
Jim holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice. His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC). Investment Advisors Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Vision Financial Group and Cambridge Investment Research, Inc., are not affiliated.
Tax services provided by Vision Accounting & Tax. Cambridge Investment Research, Inc. does not provide tax advice.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.