Jon, Randall and Jim discuss how to understand today’s market and what it means to our business and decision making.
Jim Niedzinski, CFP®, AIF®, is cofounder of Motive Wealth Advisors. He and his team provide fiduciary wealth management to a purposefully limited number of high net worth families in the context of deep relationships. For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses, the knottiest of executive compensation packages, and the challenges of large tax liabilities. In addition to Jim’s breadth of technical knowledge, he also draws upon his two decades of experience to serve clients as their strategic advisor, helping them clarify their vision and make decisions that align with their deepest values.
Jim earned a BA degree from the University of Michigan, Ann Arbor, while lettering on the varsity track team. He is a CERTIFIED FINANCIAL PLANNER™ professional and he holds the Accredited Investment Fiduciary® (AIF®) credential.
Jim is gaga for Shannon, his wife of 18 years (they haven’t missed their weekly date in over a decade). They have a teenage son and nearly-teenage daughter they adore. If you get to know the Niedzinskis, you’ll find that their faith is important to them and they are active in their church community. Jim reads constantly (maybe too much—he even reads while brushing his teeth). He loves the outdoors and conditioning through CrossFit, Brazilian Jiu Jitsu, mountain biking, snow skiing, and rock climbing. While Jim enjoys his active lifestyle, he also likes that it affords him the regular guilty pleasure of apple fritters from Donut Cutter in Royal Oak.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Advisory services offered through Motive Wealth Advisors, a DBA under tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
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*E – explicit language may be used in this podcast.