- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- High Net-Worth Clients
Santa Cruz, CA 95060
Portland, OR 97223
Jim Corbeau is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jim Corbeau, MBA, CFP® is a co-founder and principal of Springwater Wealth. Prior to establishing his fee-only financial advisory practice in 2002, he spent over a decade working in Europe as a merchant banker, advising companies and high net worth investors on a range of financial matters.
Jim received his Bachelor of Arts degree in Political Science from the University of California, Berkeley in 1986 and his Master of Business Administration degree in Finance and International Business from the University of Wisconsin, Madison in 1990. He also holds a Certificate in Personal Financial Planning from the University of California, Santa Cruz.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.
He has taught the rigorous Investments course for the Personal Financial Planning certificate program at the University of California, Santa Cruz-Extension, and is an active member of several civic and community service organizations.
Jim and his wife Shannon have three children and make their home in Portland.