James E. “Jim” Pearman, JR., CFP®, CPA/PFSCo-Founder/Senior Financial Planner
Jim 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 America Southwest Virginia, Alta Mons Inc., and serves as Treasurer of the Roanoke District of the United Methodist Church to name a few.
Jim and his wife Brenda live in Salem with their cats and enjoys going to Virginia Tech sporting events, especially Hokie basketball and football.