
James Cecchini II,CFP®, CRC®
CERTIFIED FINANCIAL PLANNERâ„¢ practitioner
James Louis Cecchini II, CFP ®, CRC ® (“Jim”), has 30 years' experience in the financial marketplace actively involved with investment guidance and financial planning services including retirement planning, college education funding, estate planning, insurance services, and charitable planning. A 1993 graduate of the University of Utah, he is a Registered Representative of Lincoln investment. Jim is passionate about improving the lives of his clients by helping them reach their financial goals and never forgets it is his job to help them achieve their success.