Jim Gilmore, CFP<sup>®</sup>

Jim Gilmore, CFP®

Wealth Advisor

Phone: 949.475.6971
Fax: 866.525.1203
E-mail:
 

I am a CFP® Professional with over a decade of experience providing financial strategies to individuals, their businesses and their families. At the heart of my practice are the core values that guide the relationships and practices of Integrated Capital Management. These include placing a high importance on people, working with integrity and honesty, and continually striving to establish financial strength for my clients.  I believe your financial future is too important to leave subject to the swings of the markets, and by focusing on managing risk, we're better able to avoid dangers and capture opportunities.

As a Special Needs Planner, I help families with children or other dependents with special needs. As a parent of a child with special needs, I understand the unique emotional and financial challenges that face special needs families and the importance of planning not only for lifetime care, but also for quality of life. Through educational workshops and specific planning strategies, I show families how to preserve their child's eligibility for government benefits and avoid some common mistakes when planning for their child's future.

I have a B.A. in Literature from the University of California, San Diego.

I am active in Orange County philanthropic and civic groups including the St. Joseph Hospital Foundation and Rotary International.

 

 

 

​Jim Gilmore is an LPL Financial Advisor
CA Insurance License # 0E65909