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

Jim Oliver, CFP®

CPA/PFS/CGMA

Partner, High Net Worth

CalvettiFerguson

250 W. Nottingham, Suite 100
San Antonio, TX 78209
FINANCIAL ADVISOR'S WEBSITE
(210) 536-3203 CONNECT WITH Jim
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General

Jim Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CalvettiFerguson in San Antonio, TX and the surrounding communities.

Financial Advisor Overview

Financial Life Advisors website



With over 30 years of building and running a successful CPA practice, Jim Oliver founded Financial Life Advisors in August 2003, and the firm received state approval as a Registered Investment Advisor later that year. Jim realized his breadth of experience could expand to meet the growing requests for more involvement from his clients, bringing insightful professional financial services to his clients. Jim also received the CERTIFIED FINANCIAL PLANNER(tm) certification in 2003 and the Personal Financial Specialist designation in 2006.



We are a privately-held financial planning practice with no obligation to sell or recommend the services or products of any other agencies, brokerages or financial products distributors. We act as a fiduciary in all our client relationships.

Being independent allows us to evaluate your current situation, assist you with strategies for your particular situation, while simultaneously seeking to provide you with unbiased advice.



We are dedicated to providing you with comprehensive and objective financial advice on a fee-only basis, always keeping your best interests above our own.



In today’s complex world, it is impossible for one person to specialize in everything, and risky to rely on a single individual for your financial future.



Financial Life Advisors utilizes internal and external subject matter experts to serve your needs. Utilizing multiple professionals leads to more concise and informed advice.



There are always multiple advisors familiar with your situation and a live person is always available to answer your questions and meet your needs.



Please visit our website for more detailed information about how we can work with you to build and protect your legacy.



THIS FIRM IS NOT A CPA FIRM.

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Financial Advisor Experience

Jim has actively contributed to his profession and the financial community through activities beyond the typical scope of most financial service professionals.

As the local CBS television affiliate’s morning show business correspondent for nearly 10 years, he provided analysis, commentary and advice on breaking stories affecting viewers.



As the "Money Man" regularly heard on three local radio stations, Jim has delivered commentary and perspective on various business and financial topics, often with a humorous twist. Numerous local and national newspapers, business journals and magazines (including Money, Forbes, Accounting today, Secure and Today’s CPA) have profiled and quoted him.

For three years, he served as technical editor of Today’s CPA, and provided his unique viewpoint commentary in his column "The Closing Entry".



His service to the San Antonio CPA society has included election as President, Treasurer and Secretary, chair of several committees, and current membership on the PAC committee. He has served on the Board of Directors of the Texas Society of CPAs for over almost twenty years and as a spokesperson on Society matters. He has also chaired nearly a dozen committees, including the Advanced Estate Planning Conference and the Relations with IRS.



Jim has started his fourth year on the TSCPA Executive Board, currently serving as Treasurer- Elect. He is also a member of the TSCPA Investment. Finance, Compensation, Audit and Advanced Estate Planning Conference Committees, as well as coordinating officer for the Professional Ethics Committee and board member of the TSCPA CPE Foundation.



Jim is an active member of both the Financial Planning Association and the San Antonio Estate Planning Council.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Chartered Global Management Accountant

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources