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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors, Inc. (GFS). Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Agents are associated with Ganim Insurance Consultants, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial, GFS or GIC. Ganim Financial, GFS, GIC, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
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Bridgeport Financial Planning Associate Earns Prestigious Chartered Financial Analyst Designation
(Bridgeport/West Hartford, CT (August 2015) – West Hartford resident James Reynolds, who is a Financial Planning Associate at Bridgeport-based Ganim Group, Inc., has earned the prestigious Chartered Financial Analyst® (CFA®) designation.
“We are very proud of the high level of commitment and perseverance that James put forth in earning his CFA,” said Lawrence J. Ganim, president and founder of Ganim Group. “James prides himself in making sure our clients receive the highest level of investment analysis and real-world portfolio management skills and this designation demonstrates that dedication.”
The CFA charter, one of the most respected and recognized investment credentials in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
Reynolds, who works within the financial planning and wealth management aspects at the Ganim Group, has more than a decade of experience in investments and financial planning. Previously, James was a financial advisor at Ameriprise Financial Services and an equities trader at First New York Securities, where he specialized in international equities and foreign exchange.
His licenses include a Series 7 (General Securities Representative), Series 55 (Equity Trader Limited Representative), and Series 66 (Uniform Combined State Law Exam). Reynolds has also obtained his CFP (Certified Financial Planner) certification and is a Chartered Financial Analyst (CFA).
He graduated from Manhattan College, with a Bachelor of Science degree in Finance. Reynolds currently resides with his wife in West Hartford, CT and in his spare time enjoys reading, baseball, golf, and the outdoors.
The professionals at the Ganim Group, Inc. have been providing sound wealth management and benefits planning strategies—including executive benefits and retirement plan services—for individuals, businesses and organizations of all types and sizes for nearly three decades. Areas of specialization include Wealth Acceleration, Business Planning, Employee Benefits, Business & Estate Planning, Exit Planning, Executive Benefits, Insurance Planning, Employee Benefit Planning and Pension Planning. Ganim Group, Inc. is located at 2429 North Avenue, Bridgeport, CT 06604 and may be reached by phone at (203) 335-0851 or online at GanimGroup.com.
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Ganim Group, Inc. is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS. Ganim Group, Inc. is not affiliated with NFPAS and NFPISI.