James J. Pino, MBA
Certified Financial Planner™, Senior Vice President
- 516.671.1099 ext 228
Work at Halliday:
Jim has been with Halliday Financial since 1997.
Jim offers the following services to clients: financial planning, retirement income planning, investment services, college planning, life insurance, long term care insurance, and disability insurance.
He uses a consultative process with clients, first understanding their goals and objectives. By knowing what is most important to clients and their families, Jim creates a comprehensive financial plan, and proposes the necessary investments to help clients meet their needs. Once the plan is implemented, he continues to gather information at semiannual reviews. These reviews serve to suggest whether changes to the plan or investments are necessary.
By listening to each individual client’s needs, Jim creates and maintains a high quality comprehensive financial and estate plan. The plan allows for retaining reasonable returns, minimizing taxes, protecting principals, and providing a legacy for future generations to enjoy.
Background and education
Jim holds a bachelor’s degree in liberal arts from Hofstra University, and a master’s degree in marketing from the University of Pittsburgh.
In addition, he is a Certified Financial Planner™, Chartered Retirement Plan Specialist, and Independent Investment Advisor.
Jim is licensed in Series 6, 63, and 65, and also holds a license with the New York State Insurance (Life, Health, Disability, Long Term Care, Annuities).