James H Meanix, CFP®, CLU®, ChFC®, AEP®, CASL®
Wealth Management Advisor


Meanix Robustelli Wealth Management Group

Professional

Jim Meanix's mission is to guide high net worth individuals through some of the most uncertain and stressful times of their lives - pre-retirement and early retirement. Jim accomplishes this by listening to you to learn about your needs and concerns, and helping you identify your financial goals and objectives.

Jim's continuing education achievements include:

1. the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, administered by the CFP Board

2. the Chartered Life Underwriter (CLU) from The American College

3. the Chartered Financial Consultant (ChFC®)  from The American College

4. the Chartered Advisor for Senior Living (CASL®) designations from The American College

5.  Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils

Jim is a fee-based financial planner within the Northwestern Mutual Wealth Management Company.  Jim is one of only 145 reps out of the approximately 8,000 reps in the Northwestern Mutual Financial Network that is credentialed to engage clients in a fee-based financial planning relationship. He is also securities licensed.

Jim is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Jim Meanix has been with the Northwestern Mutual Financial Network since 1983.

 Associations and Memberships

Financial Planning Association

National Association of Estate Planners & Councils

Chester County Estate Planning Council

National Association of Insurance and Financial Advisors

Million Dollar Round Table, 1989 - 2013

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck