Jim Orwig Email & Phone Number
CFP ® Partner @ WEALTH GUARD FINANCIAL
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Jim Orwig Location
- Akron, OH, US
Jim Orwig Work
- 2016 -now CFP ® Partner @
- 2004 -2020 Financial Consultant @ AXA Financial Advisors
- 1995 -2004 Store Manager @
Jim Orwig Education
- Wittenberg University
Bachelor’s Degree (Business Administration)
1969-1974
Jim Orwig Skills
- Financial Planning
- Investment Planning
- Insurance planning
- Long-term care planning strategies
- Estate planning strategies
- Retirement planning
- Education planning strategies
- Client education
- Risk management
- Tax-efficient investing strategies
- Pension distribution planning
- 401(k) distribution planning
- 401k Distribution Planning
- Long Term Care Planning Strategies
- Tax Efficient Investing Strategies
- 401 Distribution Planning
Jim Orwig Summary
- Jim Orwig, based in Akron, OH, US, is currently a CFP ® Partner at Lakeside Financial Partners. Jim Orwig brings experience from previous roles at AXA Financial Advisors and Dick's Sporting Goods. Jim Orwig holds a 1969 - 1974 Bachelor’s Degree in Business Administration @ Wittenberg University. With a robust skill set that includes Financial Planning, Investment Planning, Insurance planning, Long-term care planning strategies, Estate planning strategies and more.
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