For more than 20 years, Jim Germer, a CPA, has been a financial advisor and wealth manager in Bradenton, Florida to high net-worth individuals, professionals, and business owners. Jim helps his clients, as a wealth manager, to build their financial future. As a registered financial advisor with Cetera Financial Specialists, a full service brokerage firm, Jim helps clients make tax-efficient, and appropriate, investments.
Jim is a graduate of Florida State University and came to Bradenton from Flint, Michigan. Jim, as an investment advisor, helps clients review portfolios, select investments, and allocate and diversify portfolios. Jim is known for getting to know his clients on a personal, or individual, basis and great customer service. He received a Top of the Pyramid Award in recognition for excellence in providing financial services.
Among other accomplishments, Jim writes a popular tax and investor column for The Bradenton Herald. Jim has also written on business and tax issues for McGraw-Hill and the Management Review. He is a member of the Florida Institute of Certified Public Accountants.
Jim is married to Jeannine, an elementary school teacher. He enjoys traveling, volunteering and walking his Silver Labrador Retriever Atticus.
Want Jim to help you with your investments?
Email: email@example.com. Telephone (941) 746-5600.