Jim Santos

About Jim Santos

My clients rely on me to help them reach life\'s most important financial goals. Generally, that means educating their children, accumulating money for retirement, and providing income in retirement to fund their desired lifestyle. While these goals may seem relatively simple and straightforward, planning for them is anything but. When one combines the myriad of financial instruments available with the complexity of the tax code and the unpredictability of the financial markets, accomplishing these tasks not only require experience and expertise, but trust and confidence. Clients view me as their financial partner and I find much reward in their success. Strictly intended for residents of AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NJ, NM, NY, OH, PA, TN, TX, VA and WI. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member a registered investment advisor. Fixed insurance products and services offered by The Pinnacle Financial Group. See our terms of use at

Experience

1. Financial Advisor

   The Pinnacle Financial Group

   Aug 1983 — Present · Deerfield, IL

   Financial Advice, Investment Management, Life, Disability, and Long-Term Care Insurance brokerage

Education

• Princeton University

  AB

  1977 — 1981