Jim Pino
Certified Financial Planner™, Senior Vice President
Jim's Role at Halliday Financial
Jim has been with Halliday Financial since 1997. He is dedicated to helping clients navigate the complexities of wealth management. He specializes in working with individuals and families to develop personalized strategies that align with their long-term goals. His approach is rooted in building strong relationships and providing tailored solutions that address each client’s unique financial needs.
Consultative Process and Responsibilities
Jim utilizes a consultative process with clients, beginning with identifying and prioritizing their financial objectives. By understanding what is most important to clients and their families—whether it’s saving for retirement, funding education, or leaving a legacy—Jim crafts comprehensive financial plans designed to achieve these goals. He carefully selects investments that support these strategies and provides ongoing support to ensure clients remain on track.
Jim conducts regular reviews with his clients to assess their progress and address any changes in their financial situation or market conditions. These reviews allow Jim to recommend adjustments to investment strategies or overall plans, ensuring they remain effective and relevant. His commitment to staying connected with clients helps foster trust and long-term success.
Background and Education
Jim holds a bachelor’s degree in liberal arts from Hofstra University and an MBA in marketing from the University of Pittsburgh. He is also a Certified Financial Planner™ (CFP®), a designation that underscores expertise in financial planning, investment management, and client-centered advice.
Outside the Office
A lifelong learner, Jim stays up to date on the latest financial trends and economic developments. He is also a dedicated family man and passionate sports fan. When Jim is not working, he enjoys cooking meals for his family and friends, rooting for his teams, and playing pickleball... as best he can.
Fun fact: Jim loves to travel and has seen a major league baseball game in every stadium.