Jim Wisdom, CFP, CEPA
Jim Wisdom (owner, JLW Financial & Insurance Services) is a Certified Financial Planner and Certified Exit Planning Advisor and has thirty-eight years of experience in the Insurance and Financial Services industry.
JLWFIS offers a holistic approach to business, personal and financial planning for privately held business owners and their employees.
The mission of JLWFIS is to help privately held business owners successfully transition from their business, as well as develop and preserve both their financial and physical (health) assets so that they can enjoy their retirement years and leave a lasting legacy for future generations.
Education: UCLA- 1981- Bachelor of Arts- Economics
College For Financial Planning- Denver, CO- 1992
Exit Planning Institute- Westlake, OH- April, 2019
Member: Greater Conejo Valley Chamber of Commerce- Since 2017
President-Elect- Westlake Sunrise Rotary Club
Kenneth Wilkinson, MSFP, MCEP, RFC
Founder- Spectrum Synergy Group
Ken is a well-known authority with extensive training in the matters of business, personal financial consulting and estate planning issues. He is a frequent speaker and trainer at major financial institutional meetings. In the past three years Ken has conducted educational and certification classes for CPAs, Attorneys and other financial professionals. He is the founder of Spectrum Synergy Group, Inc, an advisory and consulting firm consisting of a Synergistic Team of CFPs, Actuaries, Attorneys and other strategic relationships. Ken has over 45 years experience in the financial services industry. Ken’s focus is on proper planning and documentation to increase asset protection of holdings and create family legacies utilizing business, financial and estate planning. Ken has helped people substantially reduce their taxes and increase cash flow utilizing effective planning techniques. His clients include retired Professionals, Physicians, Dentists, Business Owners, World-renown Artists, and Business Executives approaching retirement. Ken is a graduate of California State University, East Bay, where he majored in business and finance and has a Masters of Science Degree in Finance. He is a Master Certified Estate Planner, A Certified Wealth Preservation Planner, A Certified Estate and Business Analyst and A Registered Financial Consultant. He is a member of the Center for Tax Strategies and Resources, The National Institute of Certified Estate Planners, The Wealth Preservation Institute, The International Association of Registered Financial Consultants and The National Executive Institute and The Retirement Distribution Academy. Ken and his wife Luann have four sons and seven grandchildren living in the East Bay Area. His hobby, when not helping people protect and grow their wealth, is discovering the world under our oceans in his scuba gear.