Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter Wealth, Jim worked at three leading financial service firms advising a wide range of clients, including high net-worth families and public employees in the Boston school districts. Jim first entered financial services because he saw his family experience the challenges that come with not having an up-to-date estate plan. With some simple advice, his family could have avoided major obstacles. Jim joined financial services to make a difference. His passion for helping people led him to become a teacher. During his free time, he can be found v