Certified Public Accountant
BS Marquette University
Jim began his career at Arthur Andersen, LLP in 1982, departing after ten years to form what is now Kieckhafer Schiffer LLP. Jim has obtained licensure as a Certified Public Accountant, a Registered Representative (FINRA Series 7, 63, and 65), and a State of California Insurance Agent (License #OC67846). In 2006, he fulfilled the requirements governed by the American Institute of Certified Public Accounts (AICPA) to hold and use the certification, Personal Financial Specialist (PFS). In recognition of his dedication to high quality customer service and the delivery of well-rounded business expertise, Jim was nominated by his clients, and awarded the designation of Five Star Wealth Manager every year since 2010. This award is presented annually to fewer than 7% of wealth management professionals in the provider's local market. His areas of expertise include closely-held business planning, real estate, partnership taxation, private placements, business acquisitions and/or dispositions, estate planning, and business succession planning.