Since 1989, Jim McGoldrick has worked with individuals and businesses specializing in retirement strategies, investments, and estate planning*. He is the senior associate of Adult Education Services – a firm offering financial and retirement seminars to universities, adult education programs and Fortune 500 companies.
Jim currently serves more than 500 clients with over $50 million in total assets as of 12/31/2010. His expertise and commitment to building long-term relationships have earned him numerous industry awards recognizing his accomplishments and service.
A graduate of Drexel University with a Bachelor of Science degree in finance, Jim passed the qualifying exams for the Chartered Life Underwriter, Chartered Advisor for Senior Living and Chartered Financial Consultant designations. He is active in the financial services industry and a member if National Association of Insurance and Financial Advisors. Additionally, Jim is a past recipient of the Eagle Scout Award and serves on the Alumni Advisory Board for his Drexel fraternity.
Area(s) of Focus
- Insurance Strategies