jim lingelbach
BFA · NSSA · TPCP · RICP · CASL · CLU · ChFC · CFP
Virtual
In-Person
Specialties
About Me
James R.
Lingelbach, CFP, ChFC, CLU, CASL, RICP, BFA Jim began his financial Planning career in 1987 in San Diego, CA. Financial EKG (Education, Knowledge, and Guidance) are the principles that guide client relationships. Jim founded his current firm, CURO Financial Planning, in 2017 with the help of his business partner, Ciano Villaquiran. In 2021, CURO Financial transitioned from the insurance-based BD world to the Hybrid IBD/RIA firm The Ameriflex Group. CURO Financial Planning specializes in helping consumers navigate the retirement transition. Jim has obtained several professional designations, including CFP, ChFC, CLU, CASL, RICP, TPCP, NSSA and BFA, because he values lifetime learning and growth. Jim is a master chef and ice sculptor, and he enjoys living in Encinitas, CA, with his wife Jeannie. Jim and Jeannie have three adult children: Brett, Troy, and Danielle.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
BFA, NSSA, TPCP, RICP, CASL, CLU, ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Securities offered through Oasic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Oasic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Oasic Wealth, Inc. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, (i) please notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.