Professional
Since becoming a part of Northwestern Mutual Financial Network in 1990, Jim Zoller's mission has been to help clients define their current financial situations and identify means to realize their financial goals.
After spending 11 years in Corporate Accounting and Finance, Jim Zoller decided that he wanted a more meaningful career that allowed him to apply his tax and accounting knowledge to assisting individuals and small businesses with their specific financial issues.
By employing a disciplined approach on the journey to financial security, Jim strives to maintain enduring relationships with his clients believing that "quality is never an accident; it is always the result of intelligent effort". (John Ruskin)
Education
- Bachelor’s of Science (BS) in Accounting/Finance from State University of New York at Oswego
- Master’s of Business Administration (MBA) from the University of Phoenix
Awards and Recognition
- Million Dollar Round Table Court of the Table (2013)
- Million Dollar Round Table Qualifying Life Member (2010-2013)
- Million Dollar Round Table Qualifying Member (2000-04, 2006-2009)
- National Quality Award (1992-1999, 2001-2003, 2006, 2011-2013)
Associations and Memberships
- Member of the National Association of Insurance and Financial Advisors
- Member of the Financial Planning Association
- Member of the Society of Financial Service Professionals
Jim and his team encourage you to review the background of every financial professional you may work with at www.finra.org. The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all security firms doing business in the United States.
Industry Desginations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
Personal
James Zoller has resided in Boulder, Colorado since 1979. He lives with his wife, Kim, their two children, Jesse and Jordan, and the family dogs.
They are a very active family, and take advantage of all the Colorado has to offer - they enjoy skiing, ice hockey, mountain biking, fly fishing and golf.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
