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| Hallett Advisors |
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Overview:
Hallett Advisors is a premier financial services boutique, located in the Pacific Northwest. We're privately owned and operated, and have provided world-class financial advice - as a fiduciary - to individuals, non-profits, and corporations globally for over 25 years. We aspire to keep the number of our clients limited to a select few, thus enabling us to provide custom-tailored financial guidance, superior customer service, and precise attention to personal detail in each client relationship.
We're not a "big box" financial firm. We do not track every movement of the stock market with baited breath, nor do we panic at the rise and fall of global financial tides. Our goal is not to place your financial plan into a generic, copy and pasted formula, or to leach money off you with exorbitant fees and investments that are not in your best interest.
What we are is a committed fiduciary who provides calm, clear, reasoned financial guidance with every one of our clients. Our purpose is to provide you and your loved ones with financial security that will last generations, to cultivate and nurture a financial plan with care and vision. After all, your wealth should enable your life, not the other way around.
If you're interested in a path of financial wellness that will bridge your life's dreams and desires with your fiscal means, give us a call. We'd love to serve as your financial sherpa on the journey of life, so you can live the adventure as you fully imagine.
Jim graduated with a BBA from Pacific Lutheran University in 1977 and then went to work as an account executive for Motorola where he distinguished himself earning numerous service awards.
In 1987, Jim elected to change careers by starting a financial planning practice. For the next 10 years he was affiliated with a national broker dealer. Seeking total independence, and committed to placing client's interests first, Jim founded Hallett & Associates, P.S. in 1999.
Over the years, Jim achieved a number of professional designations including CFP®, ChFC®, CLU®, AEP®, AIFA, and CDFA. Jim earned his Master of Science in Financial Planning (MSFP) in 2009, through the College for Financial Planning in Denver Colorado.
Jim is a nationally recognized leader in his profession and has served in a variety of civic and service organizations as well as Mayor of Port Angeles. |
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