James E. “Jim” Pearman, Jr., CFP®, CPA/PFS
Co-Founder/Senior Financial PlannerJim co-founded Partners in Financial Planning, LLC in 2009. He has authored the book entitled “Financial Planning for the Older Client” as well as quoted on financial planning topics in a variety of local and national publications.
He is active with National Association of Personal Financial Advisors (NAPFA) and NAPFA Consumer Education Foundation (NCEF). Jim 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.
He holds a Bachelor of Science in Accounting from Virginia Tech and has served in the financial services industry for 50+ years. Jim enjoys being involved with his community. He chairs the boards of Feeding Southwest Virginia, Alta Mons, Inc., and serves as Vice President of Eastmont Community Foundation as well as Treasurer of the Shenandoah Valley Battlefields Foundation.
Jim and his wife Brenda live in Salem with their cats and enjoys going to Virginia Tech sporting events, especially Hokie basketball and football.