James Koerner, CPA, CFP®

Financial Advisor - Avantax

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Jim received his BS in Accounting from Northeastern University in 1990. During and after college, Jim worked for a mid sized public accounting firm located in Boston, Massachusetts. He joined the firm of Koerner & Koerner, P.A. in 1992 and became a licensed CPA in 1996. Jim actively participates on local non-profit boards and volunteers his time in his community. He has been a guest speaker on a local morning radio program heard on WOBM-am. He has expertise in retirement, investment, tax and estate planning. He has passed the FINRA Series 7 and 66 examinations. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, he is required to uphold his certification through continuing education.

Phone 732-244-2323
Fax 732-244-1571
Website Koernercpa.com