Certified Financial Planner® 

Jim Garvin, CFP



Jim Garvin, CFP is a CERTIFIED FINANCIAL PLANNER® who helps us with, among other things, preparing and maintaining our clients’ cash-flow based financial plans and investment policy statements.

Growing up near Youngstown, Ohio Jim knows the value of a dollar and a hard day’s work. After graduating from Youngstown State with a degree in Finance, he worked as a small business consultant and then as a financial advisor with Edward Jones. Afterwards, he started his own financial planning and consulting firm, Garvin Planning Co.

Jim is passionate about working with fiduciary firms like Quraishi Law and Wealth who commit to put their clients’ interests ahead of their own. Outside the office he is an avid outdoorsman and traveler. In 2019, he completed a month-long trek in Nepal’s Himalayas.