Jim Dunphy Email & Phone Number
President, CPA, CFP®
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Jim Dunphy Location
- Cincinnati, OH, US
Jim Dunphy Work
- 1997 -now President, CPA, CFP® @ Dunphy Wealth Management
- 1990 -1996 Controller @
Jim Dunphy Education
- Xavier University - School of Business Administration
MBA (Finance, Estate & Tax)
1980-1982 - College of the Holy Cross
AB (Economics-Accounting)
1974-1978 - St. Xavier High School 1970-1974
Jim Dunphy Skills
- Investment Management
- Financial Planners
- Financial Advisory
- Asset Managment
- Tax
- Personal Financial Planning
- Asset Management
- QuickBooks
- Finance
- Investments
- CPA
- Wealth Management
- Certified Financial Planner
- Retirement Planning
- Financial Services
- Management
- Estate Planning
- Financial Planning
- Strategic Planning
- Marketing
- Account Management
- Project Management
- Accounting
Jim Dunphy Summary
- Jim Dunphy, based in Cincinnati, OH, US, is currently a President, CPA, CFP® at Dunphy Wealth Management. Jim Dunphy brings experience from previous roles at Episcopal Retirement Homes. Jim Dunphy holds a 1980 - 1982 MBA in Finance, Estate & Tax @ Xavier University - School of Business Administration. With a robust skill set that includes Investment Management, Financial Planners, Financial Advisory, Asset Managment, Tax and more. Jim Dunphy has 1 mobile phone numbers on RocketReach.
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