James F. Ferrare is a Wealth Advisor and Principal at Withum Wealth Management. He has over 40 years of finance experience and holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations. Jim is a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute. For the past six years, he was named on Forbes Best-In-State Wealth Advisor list. He has a comprehensive background in lifestyle planning, wealth counsel, and tax-sensitive portfolio management. As an Investment Advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spo