Jim Rodd, ChFC®

Jim works extensively with small business owners, professionals and their families.  He helps them accumulate wealth to meet their personal and business goals.  Jim’s services include: Estate Planning, Retirement Planning, Investment Management Services and Risk Management.

 

Jim attended the University of Cincinnati and received a B.B.A. in Finance and Quantitative Analysis.  He has been in the Financial Services industry since 1984 and with New England Financial since 1998.  He is a lifetime member of the New England Financial prestigious Leader’s Association.  He also is a member of the Cincinnati and National Association of Insurance and Financial Advisors and has earned the ChFC® designation.

 

Jim has been a resident of the Cincinnati area for over 30 years and lives in the community of White Oak with his wife and two children.  He has been actively involved with youth sports and coached many teams.  He also is a member of the NW Cincinnati chapter of the National Exchange Club and Clovernook Country Club.