Jim Dillon, CFP®, ChFC®

CONNECT

Address:

9700 Business Park Drive, Suite 204
Sacramento, CA 95827

Phone:

(888) 554-2074

Meet Jim Dillon, CFP®, ChFC®

Jim Dillon, a native of northern California, has been working as a financial advisor with individuals and businesses in the Western United States since 2006.  He lives in the El Dorado Hills, CA area with his wife of 30 years. 

Jim, a CERTIFIED FINANCIAL PLANNER®, and Chartered Financial Consultant ®, maintains a California Life and Health Insurance license (#0F21878), and the series 7, 63, and 65 securities licenses.  He has a bachelors degree from CSU Chico in Computer Science with a minor degree in accounting.

Jim is a believer that every client should have a financial plan.  If you don't know where you are going, you're probably not going to arrive there.  He combines the use of state-of-the-art financial planning and analysis technology, along with wisdom derived from a very rich set of life and business experiences.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals.  Contact Jim for an appointment today.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck