Jim Sumpter
President, CEO at CMC Financial | Podcast Host of The Financial Puzzle Playbook |Adjunct Professor @ College for Financial Planning | Certified Financial Planner
- Role
- Adjunct Professor at College For Financial Planning
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
Experience
Adjunct Professor
College For Financial Planning
Mar 2025 — Present
Adjunct Professor teaching Income Tax and Estate Planning for CFP Candidates as well as Graduate Level Income Tax.
Education
Villanova University Charles Widger School of Law
Master of Taxation (MT), Estate Planning Certificate
2021 — 2023
The University of Alabama
Bachelor of Science - BS, Finance and Economics
Skills
- Finance
- Customer Service
- Retirement Planning
- Team Building
- Personal Income Tax Returns
- Income Tax
- Investments
- Leadership
- Financial Advisory
- Securities
- Strategic Planning
- Wealth Management
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