About Us

Jim Vafeas is a Financial Advisor with expertise in working with Managers, Executives and Corporate Professionals, focused on helping them transform and secure their financial future and to achieve their personal financial goals using a unique process specifically tailored towards the career journey of these successful individuals.

His expertise lies in helping individuals identify primary risks leading up to and through retirement, structuring a strategy customized to their specific goals and lifestyle to build and protect wealth - while mitigating any significant blind spots along the way.

??? Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?

Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position. Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal goals for financial freedom.

As a result, they unintentionally end up working more years before retirement than they planned.

Have you considered the following?:

If you lost your job today, how much do you have in savings and how does this impact your retirement plans? Will you be okay? How do you know?

If these questions cause you to pause and think, and your immediate answer is not a confident "YES"!, feel free to reach out for a consultation with me at james.vafeas@edwardjones.com or 516-454-0591.