Jim Garvin, CFP®, EA
Lead Planner & Director of Financial Planning
I grew up in the Youngstown, Ohio area and did what all good college students do – started in a major because it sounded cool. I love computers and thinking about the world in a new way, so computer science called to me in college. What I didn’t know was that loving math and contemplating the future of work could actually indicate another career option…financial planning.
I switched paths to become a financial advisor at Edward Jones and run my own paraplanning business to support advisors. Then, I found SeedSafe Financial. I didn’t know it at the time, but my almost 4+ years at this firm have led me to my passion of working with individuals and couples so they can make work-life optional. Let’s get you set for your next big adventure!
I am an adventure nut for sure. I grew up in the Boy Scouts of America and obtained my Eagle Scout which laid the foundation for my adventurous character. As a big outdoorsman and traveler, I appreciate long treks and mountaineering/skiing adventures. I have a fantastic dog named Ross, a wonderful cat (Winston) & a beautiful fiance (Abby).
As a virtual lead planner, I cherish my location independence and I am in the process of traveling through my personal bucket list. Being in different places and culture opens my mind to the possibilities and the importance of being present every day in our lives.
I want to be that person that can still say ‘WOW, that moss on the tree is SO COOL!’ or ‘Did you see how BIG that yak was?!’
I am a Certified Financial Planner(™) and member of the XY Planning Network.