Team

Jim Freeman, CFP® is the founding Principal and President of Financial Alternatives, Inc. and has served private clients as a financial advisor for over 20 years.

After becoming a Certified Financial Planner™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated only by them. It was at this point in 1991 that Jim founded Financial Alternatives, Inc.

Since that time and after years of dedicated service to his clients, Jim has been named on numerous occasions by Robb Report Worth Magazine as one of the top Wealth Advisors in the United States.

Jim oversees both the financial planning and investment management divisions of Financial Alternatives, Inc.

In his free time he enjoys attending the theatre, cycling, mountain biking, hiking, reading, studying German, traveling, and spending time with friends and family.

Contact

(858) 459-8289 ext. 302

jim@financialalternatives.com

Credentials

Certified Financial Planner

Education

B.A. Psychology

Magna cum laude

Point Loma Nazarene University

Memberships

National Association of Personal Financial Advisors (NAPFA)

Financial Planning Association (FPA)