Since 2004, Jim Lundgren has been working in Access College Foundation situated None, None. Jim is a proficient President and Chief Executive Officer with over 18 years of work experience. According to Jim's resume and work profile, this person has worked at more than six companies with numerous backgrounds and got various skills. Jim attended school at the American Financial College from 2004 to 2005. This professional has professional certification as Lutcf and Life Underwriting Training Center Fellow and this expert has studied Spanish. Jim Lundgren can be found in San Diego, California – where this person is currently located. You can search for this professional's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
James Lundgren
Last updated May 25, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ji**@access-college.org, ji**@collegefundingsolutions.org
Location
San Diego, CA
Company
Workplace
President and Chief Executive Officer
Temecula, CA
Industry
Financial Services
Colleagues
Work History
President and Chief Executive Officer
California
I have educated parents, grandparents, and their college-bound high school students regarding the complex college admissions and funding processes for more than twelve years. l help identify...
from Jan 2004
President and Chief Executive Officer
We help individuals and small business owners accumulate wealth and maintain risk management measures in the most tax efficient and cost effective manner possible.
Dec 1999 — Jan 2015
President/CEO
We help individuals and small business owners accumulate wealth and maintain risk management measures in the most tax efficient and cost effective manner possible.
from Dec 1999
Founder
JCL Financial is a comprehensive financial planning firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for ...
from Nov 1999
Education
2004 — 2005
1982 — 1983
1978 — 1979
Occupations
Executive
Chairperson
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Small Business
Risk Management
Public Speaking
Investments
Retirement
Insurance
Life Insurance
Long-term Care
Nonprofits
Student Financial Aid
Estate Planning
IRAs
Strategic Financial Planning
Financial Planners
Management
Coaching
Finance
Strategic Planning
Team Building
Financial Planning
Financial Advisory
Fixed Annuities
Long Term Care
Leadership
College Applications
Iras
401K
Marketing
Leadership Development
Training
Nonprofit Organizations
FAQs about Jim Lundgren
What is the main profession of Jim Lundgren?
Jim is a President and Chief Executive Officer.
What are the main profession of This expert?
These person's professions are Executive and Chairperson
Where is Jim Lundgren currently located?
Jim is currently located in San Diego, California.
What is Jim Lundgren's email?
The professional's email is ji**@access-college.org and ji**@collegefundingsolutions.org.
How many companies did Jim Lundgren work at?
Jim Lundgren worked at six jobs.
Does Jim Lundgren have personal website or blog?
This expert`s website is http://www.access-college.org and http://www.collegefundingsolutions.org.
What education does Jim Lundgren have?
Jim studied at the American Financial College from 2004 to 2005.
What are the certifications of Jim Lundgren?
The professional received the following certifications: Lutcf, Life Underwriting Training Center Fellow, and Certified College Planning Specialist.