Buckingham Stories: Jim Cornfeld, Wealth Advisor


In his professional career, Jim Cornfeld has traveled extensively. He spent several years living in Africa and Australia while working for Mobil Oil. As a Buckingham advisor, he has visited U.S. cities all over the map to meet with clients. But the most daunting trek took place when Jim and his wife, Jann, took their daughter to college. The weight of the moving boxes in the back seat served as a reminder of how fast a child can grow up.

When Jim advises clients on portfolio construction, he knows they also value having a different conversation. More often than not, clients find joy in sharing their stories about that common experience: when children venture out on their own to find success and strike upon happiness.

Not long ago, Jim and Jann jumped at the chance to take another drive — this time to Boston to help their daughter resettle as she began her own career. Dropping her off on her first day of work, she took three steps toward the building, and Jim realized his daughter was ready to take on the world. It was a proud moment, one that so many parents have ranked in the category of life’s greatest achievements.

Read More About Jim Cornfeld, CFP®

Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.

Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

Share Button

Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide