James Claroni
Wealth Consultant, CFP®
James Claroni
Wealth Consultant, CFP®
At Salem Five Wealth Advisors
Jim joined the Salem Five team in December 2017, bringing with him over 20 years of experience as a practicing financial consultant. He works with individuals, families and business owners to help increase their wealth with prudent investment management while protecting their assets with effective insurance strategies and reducing their taxes with appropriate tax shelters. His areas of expertise include retirement planning, tax planning, insurance planning, education planning, estate planning, and comprehensive financial planning.
Before Joining Salem Five Investment Services
Prior to Salem Five, Jim was a Personal Financial Advisor at Ameriprise Financial where he managed his own financial planning franchise for 18 years. He also worked as a Retirement Plan Consultant for The Kraematon Group in Wellesley.
Education
Jim graduated from Fordham University in New York with a Bachelor’s Degree in Math & Economics and then went on to the College for Financial Planning where he completed the coursework to earn his Certification.
Credentials
Certified Financial PlannerTM
LPL Registered Representative
LPL Investment Advisor Representative
Licensed Insurance Producer
Registered Tax Preparer
Personal
Originally from New York, Jim relocated to the Boston area after college and resides in Reading where he raised his three daughters. In his free time, Jim enjoys most outdoor activities and working out at the gym regularly.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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