James Shagawat, CFP^®

ChFC^®, MBA

Partner Advisor

AdvicePeriod

140 E Ridgewood Ave, Suite 415 South Tower
Paramus, NJ 07652

FINANCIAL ADVISOR'S WEBSITE

www.adviceperiod.com

(201) 509-4323 CONNECT WITH James

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only Fiduciary

Minimums

HOUSEHOLD INCOME MINIMUM

$0,001

Investable Asset Minimum

$2,000,000

General

James Shagawat is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AdvicePeriod in Paramus, NJ and the surrounding communities.

Financial Advisor Overview

Let’s keep this simple We’ve built our firm to achieve 3 simple objectives, and they define how we work with every client, every day. 1.) We want you to meet your financial objectives To help you meet your financial goals, we offer comprehensive wealth planning. 2.) We want you to sleep at night To help you sleep at night, we worry about your financial plan and portfolio, so you don’t have to. 3.) We want you to be happy you met us To ensure you’re happy that we’re part of your life, we keep you “in the know” with excellent service.

Financial Advisor Experience

Jim Shagawat, CFP®, ChFC®, MBA Certified Financial Planner, Chartered Financial Consultant, Masters of Business Administration Five Star Wealth Manager Award Recognized as a top Bergen County, NJ Financial Advisor

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - DACFP

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Special Needs