Local Financial Advisor

Jim Girlando Bio

I was born and raised in Paterson, New Jersey, which is in the northeast corner of the state.  Some say they can still, after all these years, detect an East Coast accent. Of course, I do visit relatives there every summer. Having lived my formative years 17 miles from New York City, I became a life-long New York Yankees and New York “football” Giants fan. Hopefully, this won’t deter Broncos and Rockies fans and fans of other teams from seeking out my professional advice. We can always have some fun with our team allegiances.

Colorado Springs Financial Planner Photo

My Bachelor of Science degree is in Computer Science (yes they had computers back then … and punched-card readers too) with a minor in mathematics. My Master of Arts degree is in Curriculum and Instruction, which I earned as I was transitioning to being a teacher.

 

My Mission

To provide affordable retirement planning to those who wouldn’t normally seek out professional financial help; to enable clients to self-manage all aspects of their finances, de-mystify financial processes, and provide the necessary information to make topics such as saving, taxes, and retirement easy, understandable, and straightforward.

 

My Financial Planning History

I have been helping friends and colleagues with their financial questions and financial lives for as long as I can remember. After having careers in large computer system sales and as a high school mathematics teacher, I decided it was a good time to “officially” become a financial planner and help every day folks plan for their retirement.

I earned the CERTIFIED FINANCIAL PLANNER™ Professional designation to round out my planning skills and thus became a fiduciary for all my clients.

Being a teacher has always been in my heart, so switching careers from sales to teaching was an easy decision. Although I may no longer be formally teaching in the local high schools, the gift of teaching is still with me and I am always applying this ability while helping people with their finances. Along with the affordable retirement plan that I offer to you, I will answer all the financial questions you have in a simple and easy to understand way.

 

Family

Sue, my beautiful wife, and I have two wonderful adult sons -Stephen and Joshua. Stephen is married to Brooke and they have been blessed with an awesome daughter, named Coraline, our first grandchild. Stephen will soon have his EE degree from UCCS and works at Samtec Microelectronics in Colorado Springs. Brooke has a Masters in Psychology and works at Focus on the Family. Joshua is matriculating towards a degree in Biblical and Pastoral Studies at Shiloh University, while working in Castle Rock at Aircraft Performance Group.

 

Community Involvement

In addition to being a director on the board at our church, Living Word Chapel in Palmer Lake, I am also the treasurer. I am part of making sure that there is integrity in how the finances are handled by the church. I bring this same integrity in working with you and your finances.

Founded in 2010, JA Girlando Financial Planning, LLC is a Registered Investment Advisor in the state of Colorado, located in Palmer Lake. Jim Girlando is a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent.