James Maimone, RICP® is a Wealth Management Adviser at Summit Financial based out of Parsippany, NJ. He has 7 years of experience working with high net-worth individuals and their families. He’s also an adjunct professor at Bergen Community College, teaching multiple courses on retirement planning and asset allocation.
James holds a Series 7 and 66 license, along with his life and health insurance licenses. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.
James lives in Hoboken, NJ. If he isn’t watching the market, you can find him watching his beloved New York Giants or playing golf.
Education: University of Scranton, BS in Finance
Specializations:
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning/Asset Allocation
- Estate Planning
- Insurance/Risk Management
- Long Term Care Planning
- Business Planning