James E. “Jim” Pearman, JR., CPA/PFS, CFP®
James E. “Jim” Pearman, Jr., CPA/PFS, CFP®, is a 1970 honors graduate in accounting from Virginia Tech. He received his Certified Public Accountant (CPA) designation in 1972. His experience includes four years with Peat, Marwick, Mitchell CPAs (now KPMG Peat Marwick) and sixteen years as a banking executive with both large and small banking organizations. He has specialized in providing comprehensive financial planning since 1990 with special expertise in income taxes, estate and retirement planning. Medical Economics magazine selected Jim in 1998, 2000, 2002, 2004, 2006, 2008 and 2010 as one of the top financial advisors for doctors in the United States. IN 2011 he was selected as a Super CPA (Personal Financial Planning) by Virginia Business magazine. He is a member of the MD Preferred Financial Advisor Network.
Pearman is a member of the American Institute of CPAs (AICPA) and its Financial Planning and Tax Divisions. He was awarded AICPA’s Personal Financial Specialist (PFS) designation in 1996. He is also a member of the Virginia Society of CPAs (VSCPA) where he has served on several committees, including five years on its Personal Financial Planning Committee, and served on the Financial Planning Forum Task Force for three years. He is a member of the New River Valley and Roanoke Valley Estate Planning Councils. Pearman has presented financial planning programs and seminars to numerous groups. He has been quoted on financial planning topics in The Roanoke Times, Blue Ridge Business Journal, Money, Smart Money, Investment News, Financial Planning, Life Association News, ABA Journal and other publications. Pearman has served as an industry expert for the North American Securities Administrators Association (NASAA) Exams Advisory Project Group that develops and reviews questions for the Series 63, 65 and 66 securities exams.
Pearman authored a book entitled Financial Planning for the Older Client that was published by Commerce Clearing House in October 2000 and his volume was included in their Financial Solutions web-based reference service.
Pearman is a Certified Financial Planner™ licensee from the Certified Financial Planner Board of Standards (CFPBS). He has served on several committees for the CFPBS relating to the CFP examination. He is a NAPFA-Registered Financial Advisor® (National Association of Personal Financial Advisors). In 2009 he completed a three-year term on NAPFA’s National Board of Directors. Pearman is currently a member of the Board of Trustees of the NAPFA Consumer Education Foundation. Pearman previously served as a member of NAPFA’s South Region Board of Directors, where he served as President and Chair. He was the Chairman of their 1999 Regional Conference, Program Chairman of the 2000 Conference, and served on the national Ethics Task Force. Pearman is a Registered Investment Advisor Representative and he is also a Virginia licensed life/health and property/casualty insurance consultant.
Pearman served for over nine years as a trustee and director of the Virginia Bankers Association Benefits Corporation. As chairman of the Investment Committee he helped monitor the investment performance of more than $25 million in assets. He was a founding director of the Virginia Bankers Bank and served as Chairman of the Audit Committee. Pearman was a director of the Virginia Association of Community Banks and a member and chairman of the Group V Credit Policy Committee of the Virginia Bankers Association.
Pearman completed in 2010 a six-year term on the Virginia Tech Foundation’s Board of Directors and on its Investment Committee. Pearman is a member and Past Chair of the Advisory Council of Virginia Tech’s R. B. Pamplin College of Business and serves on the Development Committee. He served on the Pamplin College Campaign Steering Committee for its successful $80 million campaign. Pearman is also a member of the Advisory Council of the Department of Accounting and Information Systems. In April 2000, he received recognition from Beta Alpha Psi as the chapter’s Outstanding Alumnus. Pearman has served on the Virginia Tech Athletic Fund Board of Directors from 1993 until 2006. He previously served on the Executive Committee and as Chairman of the Nominating Committee and was selected in 2010 to again serve on the Executive Committee. He has served as president of the Roanoke Valley Hokie Club and is currently serving as Treasurer.
Pearman is currently serving as Chairman of the Board of Directors of Feeding America Southwest Virginia. He is Chairman of the Board and Treasurer of Alta Mons, Inc. and chairs the Executive Committee of the Board of Directors. Pearman is a member and past president of the Shawsville Ruritan Club. He is a member and past master of Craighill Lodge No. 160 AF & AM, a member of the D.C. Shanks No. 31 Royal Arch Chapter, Roanoke Consistory of the Scottish Rite, and Kazim Temple.
He is a life-long member of White Memorial United Methodist Church in Shawsville where he has served as lay leader, chairman of the Administrative Council, and chairman of the Finance Committee. Pearman currently serves as Treasurer of the Roanoke District of the United Methodist Church. He served on the Virginia United Methodist Conference Committee on Finance and Administration from 1998 until 2008.