Jim Mari, CFP®, CEPA®

An advocate for families, businesses, and institutions alike, Jim Mari brings over 30 years of experience to the team delivering advice and thoughtful planning to assist clients in pursuing their financial dreams.

Jim enjoys working with small business owners and individuals who are concerned about paying too much in taxes, transitioning their
business to the next generation and/or turning the transition of their business into an income stream in retirement. Jim also specializes in transferring wealth in the most tax efficient manner.  He has served in many different capacities, which allows him to address financial planning from several different angles.

Jim achieved a BS from West Chester University in Marketing. He holds FINRA series 6, 7, 63 and 65 registrations, as well as Life and Health and Property and Casualty insurance licenses. He has attained a Certified Financial Planner and Certified Exit Planning Advisor designations. Prior to joining Flagship, Jim was the Director, Wealth Advisory at CLA, LLC, Director of Insurance Sales for Sun National Bank and a Senior Wholesaler at Zenith Marketing Group.

Jim was President of Business Networking International, Edgemont Chapter and when time allows, enjoys contributing to the Make-A-Wish foundation.  He is a member of the Westgate Hill Civic Association, which plans events for the families in the community.