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portrait of Jim Pipino
FINANCIAL ADVISOR

Jim Pipino

AAMS™
4 W Main St, Canfield, OH 44406opens in a new window
Accepting New Clients
CallSend Me a Message

About Jim

I began my career as a financial advisor in 2016. Prior to this, I had been developing a passion for financial advice due to my relationship with several different family members who were small business owners. I saw firsthand how goal setting, planning and hard work could be combined to help create success and most importantly, a rewarding family life. From there, I began a career where I could use my experience and education to provide objective and meaningful advice to other hard-working individuals and families to help meet their goals.

I received my bachelor's degree in philosophy from Denison University....

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Work History

  • Edward JonesJune 2023 to Current
  • The Wealth Advisory GroupAugust 2019 to June 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Pittsburgh-PittsburghMaster of Business Admin
  • Denison UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Volunteering
  • Podcasts

Team Members

  • Haley Gregory
    Branch Office Administrator
    FPQP®
  • Brenda Deak
    Sr. Branch Office Administrator
  • Tamara Gilmartin
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(330) 533-1810

Fax

(888) 235-4184

Office Address

4 W Main St
Canfield, OH 44406opens in a new window

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