Since 2011, Jim Tuffield has been working in Financial Strategies Group. Jim is an experienced Managing Partner with over 14 years of work experience. According to Jim's resume and work profile, Jim has worked at more than four places with numerous backgrounds and gained various skills. Jim attended school at the College of Financial Planning from 1990 to 1994. This professional has professional certification as License 45536 and License N/A and the professional has studied English. Jim Tuffield can be found in San Diego, California – where this person is currently located. You can search for the person's e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
James Tuffield
Last updated May 16, 2024
Contact Information
Last Update
Jul 8, 2022
Email
jt**@lifepro.com
Location
San Diego, CA
Company
Workplace
Colleagues
Work History
Managing Partner
Work with Financial Advisors to help them find solutions to their client's biggest financial challenges.
Represent FSG / PLAN within Wells Fargo and other financial institutions as well as...
Nov 2011 — Aug 2016
Regional Acct Executive
11512 El Camino Real SUITE 100, San Diego, CA 92130
Work with advisors and clients to help achieve solutions to their tax and planning challenges
from Oct 2015
Regional Director-Estate and Business Planning
690 Asylum Ave, Hartford, CT 06105
Work collaboratively with Financial Advisers and Insurance producers to help them solve their client's biggest challenges. Tax mitigation, Estate and Business planning risk transfer to name ...
Jan 2000 — Feb 2009
Education
Occupations
Executive
Managing Partner
Agents
Accountant
Finance and Accounting Specialist
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Business Planning
Business Strategy
Insurance
Management
Risk Management
Mergers
Small Business
Strategic Financial Planning
Strategic Planning
Investments
Finance
Life Insurance
Portfolio Management
Retirement Planning
Strategy
Financial Planning
Retirement
FAQs about Jim Tuffield
What's the main profession of Jim Tuffield?
Jim is a Regional Acct Executive.
What jobs is Jim Tuffield proficient at at?
Jim is proficient at such jobs as Executive and Managing Partner.
Where does Jim Tuffield live?
Jim Tuffield currently lives in San Diego, California.
Does the professional have the email address?
jt**@lifepro.com is Jim Tuffield's email address.
Where did Jim Tuffield work?
This person worked at Financial Strategies Group, Lifepro.
What education does Jim Tuffield have?
Jim studied at the College of Financial Planning from 1990 to 1994.
Are there any professional certifications Jim Tuffield has?
This professional received the following certifications: License 45536, License N/A, and Chartered Financial Consultant.
What languages does Jim Tuffield speak?
Jim Tuffield speaks English.