James Pearman Email & Phone Number
Principal, Co-Founder, Managing Member, Financial Planner @ Partners in Financial Planning, LLC
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James Pearman Location
- Salem, VA, US
James Pearman Work
- Principal, Co-Founder, Managing Member, Financial Planner @ (November 2009 - Present)
- Member Board of Directors, Chair, Investment Committee @ Virginia United Methodist Pension Incorporated (November 2012 - Present)
- Member of Executive Committee and Past President Virginia Tech Athletic Fund @ (July 2014 - Present)
- Member Board of Directors and Vice President @ Mountain Valley Charitable Foundation (January 2011 - Present)
- Chair of Board of Directors and Executive Committee @ Alta Mons, Inc. (January 2004 - Present)
- Member @ (January 1992 - Present)
- NCEF Board of Trustees and Chair Fundraising Committee @ (January 2006 - August 2020)
- Former Member Board of Directors @ (September 2005 - August 2009)
- Advisory Council, Past Chair @ (January 1989 - Present)
- Board of Directors and Member of Executive and Investment Committees @ Virginia Tech Foundation, Inc. (July 2014 - June 2016)
- Former Board of Directors and Investment Committee @ Virginia Tech Foundation, Inc. (January 2003 - October 2010)
- Partner @ Fee-Only Financial Planning, LC (January 1990 - November 2009)
- President @ Bank of Shawsville (February 1980 - December 1989)
James Pearman Education
- Virginia Tech - Pamplin College of Business
BS (Accounting)
1966-1970
James Pearman Skills
- Retirement Planning
- Estate Planning
- Financial Advisory
- Financial Planning
- Investments
- Finance
- Personal Finance
- Tax
- Financial Planners
- Wealth Management
- Pensions
- Insurance
- Asset Management
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Retirement
- Nonprofits
- Asset Allocation
- Risk Management
- Employee Benefits
- Personal Financial Planning
- Wealth
- Asset Managment
- Strategic Financial
- Sales
- Research
- Microsoft Office
- Strategic Planning
- Real Estate
- Program Management
- Personal Financial
- Sports
- Project Management
James Pearman Summary
- James Pearman, based in Salem, VA, US, is currently a Principal, Co-Founder, Managing Member, Financial Planner at Partners in Financial Planning, LLC. James Pearman brings experience from previous roles at Virginia United Methodist Pension Incorporated, Virginia Tech, Mountain Valley Charitable Foundation and Alta Mons, Inc.. James Pearman holds a 1966 - 1970 BS in Accounting @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Retirement Planning, Estate Planning, Financial Advisory, Financial Planning, Investments and more. James Pearman has 2 emails and 2 mobile phone numbers on RocketReach.
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