James Pearman (CFP®, CPA/PFS)
James Pearman focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do.
We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
Additional Information
Jim co-founded Partners in Financial Planning, LLC in 2009. He has authored the book entitled “Financial Planning for the Older Client” as well as quoted on financial planning topics in a variety of local and national publications. He is active with National Association of Personal Financial Advisors (NAPFA) and NAPFA Consumer Education Foundation (NCEF). Jim has served as an industry expert for the North American Securities Administrators Association (NASAA) Exams Advisory Project Group that develops and reviews questions for the Series 63, 65 and 66 securities exams. He holds a Bachelor of Science in Accounting from Virginia Tech and has served in the financial services industry for 50+ years. Jim enjoys being involved with his community. He chairs the boards of Feeding America Southwest Virginia, Alta Mons Inc., and serves as Treasurer of the Roanoke District of the United Methodist Church to name a few. Jim and his wife Brenda live in Salem with their cats and enjoys going to Virginia Tech sporting events, especially Hokie basketball and football.
NAPFA Start Date
April 12, 1994
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