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!

Areas of Focus

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

About Me

With over 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

  • 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

Compensation Methods

  • 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


About our Firm

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.


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

Hobbies and Interests

  • Family
  • Movies
  • Music

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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.