Jim Luffman Email & Phone Number
CPA, Personal Financial Specialist
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Jim Luffman Location
- Lakeland, FL, US
Jim Luffman Work
- CPA, Personal Financial Specialist @ Retired from CPS after 39 years (December 2024 - Present)
- Financial Advisor @ (June 2021 - Present)
- CPA and PFS, Financial Advisor @ (January 1986 - Present)
- President @ (January 2008 - January 2011)
- Past Chairman-Estate and Financial Committee @ (January 2009 - January 2010)
- Commercial Loan Officer @ First Florida Bank, NA (November 1983 - April 1987)
Jim Luffman Education
- Florida State
Bachelor of Science (Accounting)
1975-1977 - central florida commuity college
Associates (Business Management, Accounting)
1973-1975
Jim Luffman Skills
- CPA
- Financial Planning
- Strategic Planning
- Finance
- Financial Analysis
- Tax Preparation
- Tax
- Leadership
- Public Speaking
- Small Business
- Financial Statements
- Corporate Tax
- Customer Service
- Budgeting
Jim Luffman Summary
- Jim Luffman, based in Lakeland, FL, US, is currently a CPA, Personal Financial Specialist at Retired from CPS after 39 years. Jim Luffman brings experience from previous roles at CPS Investment Advisors, Boys & Girls Club Of Lakeland & Mulberry and FICPA. Jim Luffman holds a 1975 - 1977 Bachelor of Science in Accounting @ Florida State. With a robust skill set that includes CPA, Financial Planning, Strategic Planning, Finance, Financial Analysis and more. Jim Luffman has 1 emails and 2 mobile phone numbers on RocketReach.
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