Broker Check
James M. OLeary, CLU, ChFC, MSFS

James M. OLeary, CLU, ChFC, MSFS

President

Jim entered the financial services industry with Prudential Financial, focusing on wealth protection. It was there he learned that a solid foundation of protecting your wealth is crucial on the path to wealth accumulation. During this time, he earned the designations of CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA. Over the years, he transitioned to the financial planning arena with a focus on wealth management and estate asset preservation. He received certification in Advanced Estate Planning and added fee based financial planning to his practice. As the need for extended investment platforms and greater independence became necessary, Jim transitioned his broker dealer relationship to LPL Financial in 2010.

As the founder and President of Panoramic Financial Services, Jim has over 40 years of experience managing investment accounts for clients and developing financial plans to assist in their pursuit of wealth accumulation and protection. As a fiduciary, Jim uses fee-based management platforms as the primary structure of his client relationships.

If Jim is not working you will likely find him on the golf course, pursuing his love for music, or traveling with his family.