Javier Jimenez

Founder and President at Firmo Investment Consulting Services

Role: Founder & President at Firmo Investment Consulting Services
Location: Pasadena, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Javier Jimenez

Investment Professional with more than 20 years of broad-based experience in financial…

Experience

Founder & President
Firmo Investment Consulting Services
Jun 2011 — Present
Financial planning, Investment Management, Retirement Planning, Corporate Retirement Plans (401k), Risk Management, Insurance.

Education

California State University, Chico
Bachelor’s Degree, Economics
1992 — 1994

Skills

Asset Management
Portfolio Management
Investments
Asset Managment
Equities
Investment Management
Strategic Financial Planning
Business Development
Analysis
Equity Research
Hedge Funds
Investment Strategies
Financial Advisory
Financial Markets
Bloomberg
Management
Risk Management
Financial Services
Retirement Planning
Finance
Insurance
401k
Securities
Asset Allocation
Alternative Investments
Mutual Funds
Investment Advisory
Wealth Management
Private Equity
Bonds
Venture Capital
Fixed Income
Valuation
Financial Modeling
Options
Due Diligence
Financial Planning

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j••••••••@firmofinancial.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••96

Unlock verified contacts

Free to start · No credit card required

Current company

Firmo Investment Consulting Services

Investment Management · 1 employees · Founded 2011 · Pasadena, California, United States

News and updates from Firmo for professionals. Firmo defined (Latin): To assert, maintain / strengthen, make firm / encourage. Firmo is an independent, fee-based and performance-based Registered Investment Advisory firm. We don\'t charge commissions for portfolio management services. Instead we charge a straight fee, a percentage on the amount of assets under management. This means our advice to you is completely based on what\'s best for you. Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service, and results. We use the best research and technology available to help you succeed with your financial goals. Our Approach Investing with a purpose. Transparency, focus, and great client services are what Firmo believes in. We do not invest just to invest. Firmo takes the Investing with a Purpose approach to managing your money. Prior to making recommendations, we discuss what is most important to the client, you. We ask the important questions. Why do you want to invest? What are your most important goals? What are your expectations? What kind of decisions need to be made to reach your goals? Taking the time to answer these questions will help determine the right course of action for you. Together, we will create a plan to help you succeed. In your plan, we address the potential road blocks (economy, tax changes, personal financial challenges, etc.) and possible solutions to overcome those obstacles to give the highest likelihood of accomplishing your goals. Firmo Investment Consulting Services was founded by Javier Jimenez, an Investment Professional with over 16 years of consulting experience with Morgan Stanley and Wedbush Morgan Securities. Firmo is a fee-based and performance-based Registered Investment Advisory firm, focusing on servicing individuals and corporations with financial planning, money management, and insurance solutions.

firmofinancial.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Javier Jimenez

Experience

Founder & President

Education

California State University, Chico

Skills

Find verified contacts for anyone on LinkedIn