Jim has been in the financial services industry since July 1990. In 2002 he began his own practice, Fantaski Financial Management, as an independent advisor. Prior to opening his own practice, the previous 13 years were spent as a Registered Representative, then Branch Manager, and finally a District Manager overseeing twenty Financial Advisors covering eight counties in the San Joaquin Valley, the largest being Fresno County. Along with Wealth Management, his expertise is in Qualified Deferred Compensation (457), 403(b), 401(k) and pension plans.
Prior to entering the financial services industry, he spent almost 10 years serving our country as an Electronic Warfare Officer in the United States Air Force. He is an Investment Advisor Representative (IAR) with Cambridge Investment Research and is a graduate of the College for Financial Planning, the Center for Fiduciary Studies and holds a BA from the University of Nebraska, Omaha and an MBA from City University.