About Jim Hunt

Meet Jim Hunt: Your Certified Investment Management Consultant (CIMC)

James “Jim” H. Hunt, IV, CIMC, has dedicated his career to helping professionals prepare for retirement with clarity, discipline, and long-term confidence. With over three decades of experience in financial services, Jim brings a steady and informed perspective to retirement income planning for individuals and families navigating the transition from accumulation to distribution.

Jim is a graduate of Howard University, where he earned a Bachelor of Arts in Political Science. He combines formal education with extensive professional training and a commitment to ongoing learning, allowing him to guide clients through complex financial decisions with care and precision.

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Professional Designations & Licensure

Jim holds multiple professional designations and registrations that reflect advanced training in investment management, fiduciary responsibility, and retirement planning.

Professional Designations

  • Certified Investment Management Consultant (CIMC®)
    The CIMC designation represents advanced education in portfolio construction, asset allocation, risk management, and investment policy development. This training supports Jim’s ability to design retirement income strategies intended to last for a thirty-year retirement horizon.
  • Accredited Investment Fiduciary (AIF®)
    The AIF designation reflects specialized education in fiduciary standards and prudent investment practices. This training emphasizes acting in the client’s best interest, maintaining disciplined oversight, and documenting investment decisions appropriately.
  • Certified in Long-Term Care (CLTC®)
    The CLTC designation focuses on long-term care planning and strategies to help protect retirement income and assets from healthcare-related risks later in life.

Licenses & Registration

  • FINRA Series 7, General Securities Representative
  • FINRA Series 63, Uniform Securities Agent
  • FINRA Series 65, Investment Advisor Representative
  • Licensed Life and Health Insurance Agent

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Our Planning Philosophy

Longevity is the Goal

We don’t plan for five years; we plan for the possibility of 30+ years in retirement. This perspective is woven into every recommendation we make, helping to ensure your income streams are durable.

Simplicity & Clarity

We cut through the jargon. Our goal is to provide a simple, one-page plan, so you always have a clear view of your financial destination.

We are Client-first

Our firm is built on a legacy of genuine service. We strive to be your dedicated partner, providing honest guidance and responsive support throughout your retirement journey.