Jim Pearman
CFP®, CPA, PFS
Partners in Financial Planning, LLC
Co-founder/Financial Advisor
Jim Pearman
CFP®, CPA, PFS
Partners in Financial Planning, LLC
Co-founder/Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jim Pearman, CFP®, CPA, PFS
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Jim Pearman is a Salem, VA area fee-only financial planner. 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!
Jim Pearman 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.
Jim Pearman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA, we serve clients in the Roanoke and New River Valleys and nationally in 27 states. 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!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Medical Professionals
- Growing Families
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- No Product Sales
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
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James Pearman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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James Pearman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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James Pearman is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Jim Pearman is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Jim Pearman is a Member of Student Engagement Committee for The Pamplin Advisory Council (PAC)
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Jim Pearman is a Member of the Industry Advisory Board
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Jim Pearman is on the Board of Directors for Feeding America Southwest Virginia
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Jim Pearman is the Vice President of the Board of Directors for Mountain Valley Charitable Foundation
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James Pearman is a Member of the Virginia Society of Certified Public Accountants
Contact Jim Pearman
Office Locations:
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421 South College Avenue
Salem, VA 24153
