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Jim Shagawat, CFP®, ChFC®, MBA

I help you define and seek to achieve your highest financial goals!

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AdvicePeriod Jim Shagawat, CFP®, ChFC®, MBA
Paramus, NJ

Serving Clients Nationwide

I help you define and seek to achieve your highest financial goals!

18 Certified Advisor Reviews™
5 out of 5 Stars

(201) 509-4323

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Jim Shagawat, CFP®, ChFC®, MBA

Hi, I'm Jim Shagawat. With nearly 20 years in the industry, I'm dedicated to helping clients feel confident and in control of their wealth. My mission is to help clients retire with peace of mind and a worry-free financial outlook. My experience encompasses Comprehensive Financial Planning, Business & Tax Planning, and Retirement Income Planning. Together, we'll focus on protecting and diligently managing your assets, set meaningful financial goals, devise a clear and actionable strategy, and help to ensure you're prepared for both the expected and unexpected. Additionally, I can collaborate with your Attorney/CPA to help safeguard your estate. My ultimate aim is to simplify and bring clarity to your financial world. Let me guide you on your journey to a seamless retirement.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Consultant (ChFC)
  • Master of Business Administration (MBA)

Primary Location

140 East Ridgewood Ave, Paramus NJ, 07653

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch. We can find a convenient time to schedule an introductory call. I look forward to hearing from you.

Offers Investment Management

Yes

About AdvicePeriod

At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our advisors prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow, and keep more of their wealth over time.

By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.

This is how wealth management is going to evolve.

We built our firm to achieve three simple objectives.

✅ We want you to meet your financial objectives. Our firm is grounded in robust planning. It’s what allows us to deliver advice that makes a difference now and in the long run.

✅ We want you to sleep well at night. No more worrying. Our data-driven process is designed to help ensure sure you keep more of what you’ve earned, and we offer total access and transparency whenever you want it.

✅ We want you to be happy you found us. To ensure you’re happy we’re part of your life, we’ll keep you “in the know” with unparalleled service. We can’t control the markets, but we can control the experience.

Isn’t it time you got the advice you’ve always wanted?

AdvicePeriod is another business name and brand utilized by Mariner Platform Solutions, LLC, a SEC registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.

Education

Rutgers Business School, Master of Business Administration - MBA, Accounting and Finance

Hobbies and Interests

  • Family
  • Movies
  • Music

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Financial Expertise We ALL Need as we get Older

✅ Wealthtender Certified Advisor Review™
Nov 25, 2024
I have done well as an untrained investor all these years. However I realized that as I aged I/we have become somewhat more indecisive about financial matters. Accumulating equity is VASTLY different from spending down and I agonize over these decision much more than one should. Jim and his crew provides steady guidance and solid financial advice as to what paths to take. He will execute any and all plans that you decide on that is in his purview This professional management team,using current accepted financial practice along with excellent up-to-date and online reporting of your current situation is a wonderful solution to an age-old problem (see what I did there?)
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim Theo
Jim Theo

Trustworthy, Attentive, and Goal-Oriented Financial Guidance

✅ Wealthtender Certified Advisor Review™
Oct 11, 2024
My wife and I have been working with Jim Shagawat for about a year and I couldn't be more impressed with his professionalism and guidance. From day one, he has been attentive to our financial, estate planning, and insurance needs, listening carefully to our goals and crafting a plan that is tailored to our situation. What I appreciate most is how he not only advises us but also challenges us to stay on track and make smart financial decisions. His level of trustworthiness is unmatched - we always feel confident that our finances are in safe hands. If you are looking for a financial advisor who genuinely cares and works in your best interest, I highly recommend Jim Shagawat.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Aaron Hatley
Aaron Hatley

Excellent customer service

✅ Wealthtender Certified Advisor Review™
Oct 8, 2024
Jim has been a lifesaver, he is so thorough and explains every option available to us. He provides us with the pros and cons of each option. He is very detailed oriented, and remembers to follow up with us when he says he will. He also is very patient and will repeat and explain to us as many times as we ask him questions, even if it is about something we have asked before. He is a pleasure to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sunita G
Sunita G

Exceptional, attentive financial adviser and upstanding person

✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
I met Jim 17 years ago when I was writing about the financial services industry. Jim was a stand-out among the many financial advisers I spoke to during those years. He not only had extensive knowledge of financial planning but also a deep understanding of ethical standards for the profession. Jim became an invaluable resource. Years later, after I transitioned to a new career and became more focused on planning for retirement, I chose Jim as my financial adviser. Jim has a calm, patient demeanor and is consistently responsive. No matter how complicated my life or market conditions may seem at times, he always puts my mind at ease with his thoughtful insights. Financial planning is much more than managing investments. Jim helps me to understand the bigger picture.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Suzanne
Suzanne

Financial Planning Expertise without Stress

✅ Wealthtender Certified Advisor Review™
Sep 19, 2024
Financial planning has been a challenge throughout our marriage. Too many high-pressure, pushy people trying to convince us that we needed to strap ourselves to the bone while buying their products to ensure a decent retirement. It felt overwhelming and negative. Each time we met with a different advisor, we'd push off planning for another 5 years. Finally, Jim entered the picture. He asked questions and gathered lots of information. Listened to our concerns and (my) fears. And then presented an image that showed us a best-case scenario but also talked us through what good- and better-case could look like as well. He's conservative where it makes sense and works with us to be aggressive where we are comfortable doing so. He also explains things thoroughly and allows you to sit with the information until you are ready to move forward. I can't say enough great things about his approach and how it fits with our financial situation. You won't believe how easy Jim can make the process for you so that you can focus on your day-to-day life. HIGHLY RECOMMEND
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy L
Amy L

Jim is a very detail orientated advisor who serves our best interest in a calming and intelligent manner.

✅ Wealthtender Certified Advisor Review™
Aug 18, 2024
Jim is very intelligent and has a very calming personality who makes my wife and I very comfortable and secure, knowing that Jim is handling our finances. Jim frequently reaches out to us to schedule a review and see if we have any question or changes that we may have. When we have something to discuss he is able to give us scenarios so we can see how we will be affected and this helps us in making informed decisions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephan Dermangian
Stephan Dermangian

Outstanding Financial Advisor and all around support

✅ Wealthtender Certified Advisor Review™
Aug 16, 2024
Jim listened to my circumstances and very patiently outlined options and explained big picture considerations rather than just diving into funds and equities etc. Aside from being very happy with specific investment advice the all around advice and support network on things like insurance (all types), tax and general planning is outstanding. Always available, responsive and patient with ability to explain things in simple understandable terms.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Simon
Simon

Highly Committed to Client Success

✅ Wealthtender Certified Advisor Review™
Aug 15, 2024
I am delighted to recommend Jim Shagawat, with whom I have been working since 2022. I found out about him from a friend/colleague and very happy I did! My experience with Jim has been outstanding and he has consistently demonstrated professionalism, integrity and a thorough understanding of the financial industry. From the first meeting, it was clear that he has a real passion for helping his clients achieve their goals. He spent time to completely understand my financial situation, long-term objectives and risk tolerance level, which allowed him to tailor an investment strategy just for me. I appreciate that we meet regularly to review my current portfolio and personal needs. In addition, he is always available to answer any questions I may have throughout the year, making me feel supported and prioritized.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Catherine D.
Catherine D.

Top-tier professional advisor Blood

✅ Wealthtender Certified Advisor Review™
Aug 9, 2024
Intelligent, highly knowledgeable and trained on financial investing, cares about his clients, will give you the same service he would give any of his family members. You will enjoy your conversations with him and he will explain anything and everything to you that you want to know, he will educate you if you want to be, so that you feel confident about how he is investing your money.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Very Highly recommend!

✅ Wealthtender Certified Advisor Review™
Aug 8, 2024
Jim is very thorough with his handling of my finances. We speak often so he aware of my goals because they do change with time. If I have a question or issue about anything money related I run it by him first. It could be about home owners insurance or buying/leasing a car or my concerns with the market. He’s always there and willing to help with advice. Due to my goals he has diversified my portfolio in a way that meets my needs. I very highly recommend Jimmy and his expertise!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dyan Zinzi
Dyan Zinzi

Great Financial and Retirement Planning Advisor!

✅ Wealthtender Certified Advisor Review™
Aug 6, 2024
I've been with Jim for over 3 years now. He's kept me on track with a solid plan to achieve my financial and retirement goals. He's also been a great help in ensuring my insurance and future estate planning is up to par. Our quarterly meetings are productive and he's always sure to keep up with what's going on with my life and family!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike
Mike

Jim’s review

✅ Wealthtender Certified Advisor Review™
Aug 6, 2024
He is always detailed and informative. Whenever there is a request, he is on it timely. He’s very knowledgeable in his field and very professional yet friendly
Relationship to Financial Advisor: Yes
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Quarterly check in

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
We find Jim to be knowledgeable about our financial goals and highly supportive in helping us achieve them. We feel very comfortable with Jim and trust his judgement and guidance. His commitment to us and our family is evident no only during our review calls but also throughout the year as he addresses any questions we raise on behalf of our family. We highly recommend Jim Shagawat financial services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Victor Habrahamshon
Victor Habrahamshon

Working with a experienced and knowledgeable financial advisor

✅ Wealthtender Certified Advisor Review™
Aug 3, 2024
We have been working with Jim now for about two and a half years. He is also prepared and timely with our meetings. He is very knowledgeable and makes sure we are very comfortable and clear about any moves we make. He also makes it a point to get to know his clients and a personal level to better serve them. I would definitely recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charles
Charles

Very responsive

✅ Wealthtender Certified Advisor Review™
Aug 3, 2024
Jim checks in often and is always aware of what is happening in my life and how it may effect my financial situation. He is very responsive to any questions I have and has proven to be trustworthy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Donna C
Donna C

As a retired lawyer, I have plenty of time to read market predictions and information about alternative investments. Jim always responds promptly to questions I raise based upon my readings and provides appropriate answers to my concerns.

✅ Wealthtender Certified Advisor Review™
Aug 1, 2024
We have quarterly meetings with Jim to review the performance of our money under his management and to discuss any questions we have about the market. Jim is always goes into as much detail as possible and answers our questions. More importantly, he is always available by phone or email to answer a question I have outside of the quarterly meetings.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Responsive Consultant and Partner

✅ Wealthtender Certified Advisor Review™
Jul 30, 2024
When considering a fee-only fiduciary advisor I did a lot of research and spoke to several advisors. My wife and I decided to work with Jim Shagawat for several reasons. First and foremost, his approach was in-line with ours, minimize fees, minimize taxes and match risk to return. Jim is very experienced but he is never pushy with his advice. He is humble and gives credit to the support team he has behind him. He invites questions and never comes across as condescending or judgmental. Jim was also able to provide access to innovative investment vehicles that are designed for advisors. We were not aware of these programs and have been pleased with how they work and what they offer to us. My wife and I have been very satisfied with the overall level of advice. We have also recommended Jim to others. He is responsive and wants to hear our thoughts and concerns. We really feel like Jim is a partner in our plan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian M.
Brian M.

Helping Navigate Rough Seas

✅ Wealthtender Certified Advisor Review™
Jul 29, 2024
Jim is someone I’ve known for nearly 40 years. He’s only started advising me financially a couple of years ago and he’s been very helpful. He knows how to explain things in language that someone like me, who isn’t too well versed in financial matters, can comprehend easily. I will continue to rely on his expertise on my future financial matters.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cowsilly
Cowsilly