Jim Davos, CFP®, AIF®, CPFA®
Founder
I'm a planner by nature. That's who I am and that's what I do; whether figuring out a family vacation or a client's retirement income plan, the process is the same. Clarify the goals and priorities; chart the course; then, be ready to adapt because life inevitably happens.
My path to Charted Wealth began when I interviewed a financial advisor for a high school project. That experience led me to a finance degree from Bentley University where I first interned at an investment bank and then immediately joined New England Financial upon graduation in 2001.
I enjoyed working with people and helping them make smart financial decisions —but I wanted to join an independent company to best serve my clients. In 2010 I took that step associating with Commonwealth Financial Network and then eventually with Kestra Financial.
The independent world has been a perfect fit, allowing me to truly help people while continuing to grow as a fiduciary. I've served as a fiduciary to my clients since 2012 when I earned the Accredited Investment Fiduciary (AIF) designation, continued with the CERTIFIED FINANCIAL PLANNER® certification in 2016 and became a Certified Plan Fiduciary Advisor (CPFA) in 2020.
Now, as a founder of Charted Wealth in 2021, I've taken the final steps and made the necessary licensing updates to only offer advisory services as a legal fiduciary, which means I only work for the best interest of my clients. I love having relationships based on trust, transparency, and open conversations.
I’m an active member of the Northeast New York Financial Planning Association where I’m proud to have joined their Board. I currently serve as our chapter’s representative for the national Financial Planning Association’s Advisory Council. I also work through their Pro Bono programs where it has been rewarding to help people who do not have access to fiduciary advice with the goal of making a significant impact on the quality of their lives.
My wife, Jess, graduated from Syracuse University where she played lacrosse. Jess spent most of her career as a college lacrosse coach with stops at Bentley, Bryant, Harvard, UAlbany, and Union. She now works for her family’s lobbying firm so she can enjoy our own children’s games instead of being on the road with her team or on recruiting trips.
We have two daughters, Lexi, born in 2009, and Ashley, born in 2011, who keep us busy with swimming, sailing, soccer, skiing, and of course, lacrosse. We spend a lot of the summer on Cape Cod where they’ve accumulated an impressive and ever-growing sea glass collection which is partially on display at the office.
I've spent my career navigating clients through an increasingly complex financial world. I'd be happy to see if I can help you, as well. And if you work with me, we’ll always plan to make sure there is plenty of money for the boat fund!