My Story – Jim Marrocco, CFP ®, CFA
After studying accounting and finance in college, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discipline about investing, how to understand companies, industries, and market psychology. Most of all, the years of working, learning, and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.
Despite not working in personal finance, friends and family came to me asking questions about taxes, investments, and “the market,” among other things. After a while, I realized that these conversations and relationships were very fulfilling. I also found how being given advice, a fresh perspective, or being heard could impact people’s lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people.
And so that is where the idea of my business came from — helping people achieve their dreams by using my investment experience to create positive change in their financial lives. I’m a true believer that, no matter how big or small, we can realize our aspirations by creating a roadmap. And our financial lives play a significant role in that. A financial plan allowed me to take this step in creating my own business, for example! I know firsthand that with a plan, anyone can be a step closer to their life’s dreams. And I’m here to build that dream with you.
