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Address:

1525 Valley Center Parkway, Suite 100
Bethlehem , PA 18017

Phone:

610-606-0530

James Szczepaniak, MBA, CFP®, ChFC

James Szczepaniak, MBA, CFP®, ChFC

Financial Consultant

Biography:

Jim has over 21 years of experience focusing on retirement planning, tax strategies and wealth management with a focus on educators and the self-employed. He uses his 17 years with the Retirement Benefits Group to help his clients obtain peace of mind as they plan for and during the retirement years.

 

Working with a team of professional associates, Jim brings a large resource base to his clients as their financial picture continues to grow in complexity.  Working with individuals through the planning process, he and his team are able to offer suitable wholistic recommendations in areas such as wealth accumulation, retirement preparation and estate preservation.  

 

Jim holds several designations that he has obtained throughout his career in an effort to grow his expertise and be a continued resource to his clients.  Jim has earned a Masters’ of Business Administration (MBA), as well as, industry specific designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC).  

 

At any given time, Jim may be found visiting clients throughout beautiful central Pennsylvania.

 

 

Professional Designations/Registrations:

Jim has earned the designation of CFP® CERTIFIED FINANCIAL PLANNER™ professional.

 

FINRA Licenses: Series 7, 66

Life & Health Licenses: Pennsylvania

 

Awards:

National Leader Corps (NLC)

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0538
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck