Jim  Flinchum,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Flinchum, CFP®

CIMA

Bay Capital Advisors, LLC

2309 Mariner's Mark Way, Ste 401
Virginia Beach, VA 23451
FINANCIAL ADVISOR'S WEBSITE
(757) 963-5699 CONNECT WITH Jim
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General

Jim Flinchum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bay Capital Advisors, LLC in Virginia Beach, VA and the surrounding communities.

Financial Advisor Overview

So much is required for retirement planning and estate planning. It is not realistic that ordinary people are expected to know it! It is even more unrealistic to expect people to know economics and the ever-changing world of investment planning! Help is here!

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Financial Advisor Experience

Retired from SunTrust Bank as a Senior Vice President and started a Registered Investment Advisory firm to better serve my clients and friends - based on THEIR needs and goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Investment Management Analyst

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Banking, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources