James Cochran (Jimmy) has 20 years of experience as a financial advisor. He utilizes both public and private market investments to help generate returns for his clients in conjunction with additional focus on asset protection. Jimmy looks to minimize product expenses where suitable to keep total fees cost effective and take advantage of different investment vehicles and account types to increase tax efficiency.
Jimmy received his CERTIFIED FINANCIAL PLANNER™, CFP® certification in October 2010 and his Certified Private Wealth Advisor® (CPWA®) certification in July 2021. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.
Jimmy resides in Evanston, IL with his wife Becky and their 3 children and is a passionate Cleveland sports fan.
Areas of Focus
• Holistic Wealth Management
• Advance Markets Life Insurance
• Coordinating Outside Professionals into Financial Plan
Certifications & Licenses
• Certified Financial Planner™, CFP®
• Certified Private Wealth Advisor® (CPWA®)
• Series 65 – Uniform Investment Advisor State Law Exam
• Illinois Life Insurance License
Memberships & Affiliations
• Board Member – Academy at Saint Joan of Arc Athletic Committee
Education
• B.A. Finance – University of Dayton
James Cochran is solely an investment advisor representative of Greenstone Belt Wealth Advisors and not affiliated with LPL Financial.