Jim Vassas, CFP®
Jim Vassas is a 2001 graduate of Fairleigh Dickinson University in Florham Park / Madison, New Jersey. Since his graduation, he has spent his professional life in the financial services industry, priding himself in helping people exceed their financial expectations.
He began his career with First Investors Corporation in 2002. From 2007 to 2015 he was an owner and founder of Marathon Financial Services, LLC, a New Jersey based financial services firm which specialized in the preparation and implementation of financial plans for individuals and small corporations. In 2007 Marathon Financial Services, LLC, partnered up with BCG Securities out of Delran, New Jersey. In 2013 Marathon Financial Services, LLC, partnered up with Parkland Securities and SPC out of Ann Arbor, Michigan. He then became the president of Cairn Investor Services in 2016.
As founder and president of Cairn Investor Services, Jim strives to encourage an intimate experience between clients and their financial professional. It is very important to Jim to support his community while maintaining a strong professional foundation. Some of his community activities include:
*Past Board of Trustees, West Grove United Methodist Church
*Past Youth Director, Middletown United Methodist Church
*Eagle Scout and active supporter of Boy Scouts of America
LICENSES & ACCREDITATIONS
- Certified Financial Planner
- Registered Investment Advisor
- Insurance Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management