Jim Aif Email
Personal CFO @ The Wealth Consulting Group
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Jim Aif Location
- Sugar Land, TX, US
Jim Aif Work
- Personal CFO @ (July 2024 - Present)
- Co-Treasurer @ (November 2023 - Present)
- Managing Director Wealth Advisor @ (July 2022 - June 2024)
- Partner @ (December 2015 - July 2022)
- Founding Partner @ Oak Point Financial LLP (August 2005 - December 2015)
- Branch Manager-Financial Adviser @ (January 1994 - January 2005)
Jim Aif Education
- Center for Fiduciary Studies
Accredited Investment Fiduciary
2008-2008
Jim Aif Summary
- Jim Aif, based in Sugar Land, TX, US, is currently a Personal CFO at The Wealth Consulting Group. Jim Aif brings experience from previous roles at UTMA All-Stars, Sovereign Wealth Advisors, LLC, Intrua Financial and Oak Point Financial LLP. Jim Aif holds a 2008 - 2008 Accredited Investment Fiduciary @ Center for Fiduciary Studies. Jim Aif has 1 emails on RocketReach.
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