Financial Literacy Discussion: The Basics of Investing Featuring Jim Burnor

Jim Burnor – Wealth Management Advisor

Jim brings multi-faceted experience in the financial world to the Croak Asset Management team. He holds a series 65 and multiple insurance licenses, as well as a Special Needs Planner certification, which our team considers an invaluable aspect of his duty to provide for the varying needs of his diverse group of clients. Jim’s commitment to serving his clients extends beyond the office doors and into the community where he proudly serves as a board member for the Avenues for Autism and is actively involved with numerous local charities.

At Croak Asset Management, Jim serves as the Retirement Plan & Insurance Specialist. His focus on the 40l(k) and 403(b) space has given business owners and executives all over Ohio the opportunity to save for their future while providing significant benefits to their employees. He also manages our insurance department which helps protect families and mitigate risk in their financial situation.