James W. Zalenka,  CFP<sup>&reg;</sup> - Financial Advisor

James W. Zalenka, CFP®

President

The Baran James Co.

Manor Oak One 1910 Cochran Rd, Ste 545
Pittsburgh, PA 15220
FINANCIAL ADVISOR'S WEBSITE
(412) 531-1233

General

James Zalenka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Baran James Co. in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

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Financial Advisor Experience

Jim has 23 years of experience helping individuals, families and business owners make smart decisions about their money. In that time he has helped clients face many difficult and varied challenges including:

-planning after a disabling medical event

-divorce issues

-nursing home issues for an elderly parent

-business planning concerns/the sale or purchase of a business

-planning after the death of a spouse or parent

-planning after the loss of job or early buyout

-pre and post retirement planning
-issues around an inheritance

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA,OH, IL,TX,CO
  • Health/disability insurance: PA,OH,IL,TX,CO
  • Fixed annuities: PA,OH,IL,TX,CO

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources