Our Team

Jim Pacheco

PARTNER

Jim Pacheco has nearly 30 years of experience in the financial services industry.  From a young age, he was passionate about helping people reach their goals and dreams, and he specializes in the 401K and retirement planning space.  Before launching his full-service firm, Jim worked at Lutheran Brotherhood, Commerce Capital, and Wells Fargo. 

A dedicated community supporter, Jim has been actively involved in his local volunteer fire company since he was 18 years old and has served in numerous capacities, including Captain, Battalion Chief, and Deputy Chief. He loves being able to give back and help those in need, and he truly considers the fire department to be his second family. 

Jim graduated from Temple University. He spends his free time with his wife, Jackie, their three adult children, Brittney, Blaire, and Aaron, and their two dogs, Chloe and Crush. A personal highlight for Jim was becoming a grandparent, and he genuinely values being able to watch his grandchildren grow and experience new things every day. He especially enjoys traveling to new destinations with his wife, and he firmly believes in staying physically and mentally active.

Favorite Part of His Job:

“The relationships I have built. When we sit with clients, we discuss everything, all of their goals and dreams.  I have been there for family weddings, death, and births. I also share my personal life with them.  One of the statements that was told to me a long time ago was that ‘you truly do not know the effect of what we do until a tragic moment happens and we are there to help.’” 

Words of Wisdom:

“Focus on the big picture.”

Registered states

CA, CT, DE, FL, IN, MD, MA, MI, MO, MT, NV, NJ, NY, NC, PA, PR, SC, SD, TN, TX, VA