Experience

Dr. Jim Grubman has over 30 years of experience in the areas of psychology, financial services, healthcare and law.  Alongside his background in wealth counseling, he has substantial experience in teaching and training advisors throughout the financial services industry, from individual financial planners to top-level wealth management teams. His skills are based on his academic and professional credentials, maintained actively through his professional affiliations and activities.

Professional Experience
Teaching and Training Experience
Credentials and Affiliations