Jim Kniffen, CFP

Senior Investment Advisor

Work Experience

Jim has been professionally and passionately engaged in helping individuals and couples pursue financial peace, success and security since 1985. He has worked in large national organizations, regional firms and small local firms along the way. This broad organizational experience has led Jim to create a small firm serving clients as a fiduciary – pursuing the clients highest and best interests above all else.

Professionally, Jim is focused on building and maintaining effective client investment portfolios. He is actively engaged in investment research and analysis, monitoring the financial markets through current events and trends as well as analysis of specific investments and their current performance.

Professional Credentials and Education

Jim earned his Bachelor of Science in Business Administration from Washington University in St. Louis in 1983. His focus at Wash. U. was Finance, Investment and Economics. Jim has been a CERTIFIED FINANCIAL PLANNER PROFFESSIONAL™ since 1997. Jim is also a Certified Kingdom Advisor incorporating biblical wisdom into his business, life and client relationships.

Jim has also earned the Chartered Life Underwriter, and Chartered Financial Consultant professional designations. Jim's current educational endeavor is the Chartered Market Technician professional designation. Jim plans to sit for the third and final examination of this valuable training in December 2019.

Life Philosophy

“You can get everything you want from life by helping other people get what they want”  Zig Ziglar

Jim believes strongly in American Exceptionalism. That is, the founding of the United States of America rooted in the Declaration of Independence and the Constitution have created the greatest opportunity for all people to worship God freely and pursue life, liberty and happiness.

Jim is a follower of Jesus Christ. Jim's theology is rooted in the grace of God shown in the work of Jesus Christ on the cross as the payment for the sins of those who will accept their need for grace and forgiveness.

Money is important. But it is not an end in itself. How we manage our finances will have a great impact on how we live our lives and spend our time. It will advance or limit our ability to provide for our families, experience life and bless others.


Jim is originally from St. Louis, Missouri. He has been a member of the Cary, Raleigh, Wake county community for almost 30 years.

Jim and his wife Cathy were married in 1986. They homeschooled their son James Jr. through high school. James Jr. graduated from NC State in 2012 and now works at SAS.

Jim and Cathy are members of The Summit Church (Apex Campus). They enjoy their pets and outdoor activities such as kayaking, hiking and travel.

Jim is actively engaged in physical fitness, learning to play guitar and looking forward to pursuing drone aerial photography as a hobby.

Phone 919-695-2288
Mobile Phone 919-695-2288