Jim Corbeau

About Jim Corbeau

I advise women who are navigating a new chapter – whether stepping into financial independence for the first time or rebuilding after a loss or divorce. As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst® (CDFA®), I bring specialized expertise to help you understand your options, prioritize what matters most, and build a financial plan that supports your long-term independence. From planning for retirement and managing investments, to navigating taxes, I offer experienced, personalized guidance to help you move forward with clarity, structure, and peace of mind.If you\'d like to learn more, you can schedule a call here: https://springwaterwealth.as.me/intro30

Experience

1. Co-founder and Principal

   Springwater Wealth Management, Llc

   Aug 2013 — Present · Portland, CA

   I\'m a co-founder and principal with Springwater Wealth Management, LLC, a fee-only registered investment advisor that provides comprehensive financial planning and investment management advice. Prior to establishing my financial advisory practice, I spent over a decade working in Europe as a merchant banker, advising companies and high net worth investors on a range of financial matters.I received my Bachelor of Arts degree in Political Science from the University of California, Berkeley in 1986 and my Master of Business Administration degree in Finance and International Business from the University of Wisconsin, Madison in 1990. I also hold a Certificate in Personal Financial Planning from the University of California, Santa Cruz.I\'m a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst. I\'m also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.I\'ve taught the rigorous Investments course for the Personal Financial Planning certificate program at the University of California, Santa Cruz-Extension, and I\'m an active member of several civic and community service organizations.

Education

• Wisconsin School of Business

  MBA, Finance and International Business

  1989 — 1990

• University of California, Berkeley

  BA, Political Science

  1982 — 1986

Skills

• Retirement Plan Consulting
• 401k
• Etfs
• Retirement
• Strategic Financial Planning
• Financial Planning
• Model Portfolios
• Asset Allocation
• Mutual Funds
• Investment Management
• College Savings Plans
• Registered Investment Advisor
• Certified Divorce Financial Analyst
• Wealth Management
• Investments
• Investment Strategies
• Certified Financial Planner
• Wealth Management Services
• Investment Advisory
• Portfolio Management
• Retirement Planning
• Asset Managment
• High Net Worth Individuals
• Retirement Plans