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Jim Foti MBA CFP CLTC

 

Member profile details

First name
Jim
Last name
Foti MBA CFP CLTC
Name of Business/Organization
Certified Financial Services
Business Type
  • Financial Services
Company Description
With over 30 years’ experience in financial services, Jim has made a professional commitment to helping his clients achieve financial balance and avoid wealth-eroding factors that could be harmful to long term security. By using a macroeconomic approach, he helps his clients challenge traditional ways of thinking about money. Jim provides his clients with the tools and strategies to organize their financial world and to understand how individual financial decisions are interdependent. Jim’s ultimate goal is the maximization and protection of wealth while creating a balance between lifestyle and legacy choices. His approach to financial security does not rely on predicting the future; rather, he works to prepare for it.

Jim’s passion for helping people also extends to the community, where he is one of the original founding members of St. James Men of Charity in Basking Ridge, a charitable group that raises funds and provides assistance to local families experiencing hardships.

Jim and his wife Susan have three children and reside in Basking Ridge, NJ where he enjoys spending time with his family and friends and volunteering with local charities and community organizations. His middle son James works in his practice.
Position/Title
CFP
Business Phone
908-295-4221
Logo
Photo

ABOUT BRBA

The Basking Ridge Business Alliance helps businesses grow and achieve success in the Basking Ridge area.  We focus on bringing businesses and the community together, nurturing positive growth and interaction, and to preserving those unique qualities that make Basking Ridge a very special place in which to live and work

CONTACT US

Call us: 908.758.3242
Email us: info@BRBAnj.org

ADDRESS

5 Lyons Mall #325
Basking Ridge, NJ 07920

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