Professional

Jim Dobrinska began his career with Northwestern Mutual in 1990. Since then, Jim has transitioned his practice from Financial Representative to Financial Advisor. He has earned his CLU®, CIC, CFP®, ChFC® and CASL® designations.

Through personal commitment, professional associations, accreditations and continuing education, Jim Dobrinska has worked hard to establish a reputation as a respected professional and to gain the trust of clients.
 
The Chartered Life Underwriter (CLU®) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.
 
The Chartered Financial Consultant (ChFC®) designation prepares financial representatives to meet the advanced financial planning needs of individuals, professionals, and small-business owners, including insurance, income taxation, retirement planning, investments, and estate planning.
 
The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification encapsulates the supervision, direct support, teaching or personal delivery of all or part of the personal financial planning process to clients.
 
Chartered Advisor for Senior Living - Holders of the Chartered Advisor for Senior Living CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning
 
Million Dollar Round Table Member 1999-2016
Jim is also a qualifying/life member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Jim has qualified for Million Dollar Round table every year since 1999. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
 
National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

James D Dobrinska, CLU®, CFP®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

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