Jim Garvin, CFP is a CERTIFIED FINANCIAL PLANNER® who helps us with, among other things, preparing and maintaining our clients’ cash-flow based financial plans and investment policy statements.
Growing up near Youngstown, Ohio, Jim learned the value of a dollar and a hard day’s work. After graduating from Youngstown State with a degree in Finance, he worked as a small business consultant and then as a financial advisor with Edward Jones. Afterward, he started his own financial planning and consulting firm, Garvin Planning Co.
Jim is passionate about working with fiduciary firms like Quraishi Law Firm & Wealth Management who commit to putting their clients’ interests ahead of their own. Outside the office, he is an avid outdoorsman and traveler. In 2019, he completed a month-long trek in Nepal’s Himalayas.