Jim is a graduate of Olivet Nazarene University with a Bachelor of Arts degree in business administration with majors in marketing and management. His love for investing and financial planning began at an early age. His father began talking with him about investing his money, earned from neighborhood lawn mowing, into the stock market as early as age 12. It didn’t take long for this to become a new and exciting interest for him. His passion to help people through their financial situations began after his father’s passing at the young age of 55. While helping his mom navigate her financial challenges as a young widow, he was frustrated by the poor advice they received from financial advis
James Pilat
Vice President
Peak Wealth Management
United States, Michigan, Detroit
About Me
Profile Information
Vice President
Peak Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Detroit
Michigan
United States
Aug 14, 2024
Work Experience
Peak Wealth Management
Vice President Aug 2018 - Present
Email: jim@peakwm.com
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