Jim Sands brings nearly a decade of experience in the financial services industry to Titan Financial, which he founded in 2014 after a long career with MetLife Securities and Ameriprise Financial. In addition to his expertise in financial planning, Jim is also an experienced investment manager and retirement plan specialist.
He holds a bachelor of science in management from the University of Phoenix and is a professional member of the Financial Planning Association and the Million Dollar Round Table. Jim believes that continuing education and accreditation in his field are important to providing the level of service his clients deserve. To that end, Jim holds the following professional registrations and certifications:
- Certified Financial Planner™ (CFP®)
- Chartered Life Underwriter® (CLU®)
- Chartered Advisor Senior Living (CASL®)
- Accredited Investment Fiduciary (AIF®)
- Series 7 and Series 66 registrations held at LPL Financial
- Insurance license 215
Jim and his wife, Mandy, have lived in Fort Myers since 1976 and are the proud parents of seven children. Jim has served on the board of Lehigh Community Services and the Southwest Florida chapter of the Make a Wish Foundation. He is currently a board member and elder at New Life Assembly of God. In his free time, Jim enjoys football, golf and hunting.
CASL conferred by The American College