Jim Tracz, CMFC®, CPFA®

Jim Tracz, CMFC®, CPFA®
Financial Advisor

Jim is a Northeast Ohio native and graduate of the Miami University Farmer School of Business.  Prior to joining Bucholtz Consulting, Jim was the Managing Principal for Waddell & Reed, the Cleveland Complex Manager for Ameriprise Financial and has been a registered investment advisor since 2001.

jim-tracz

Jim has spent over 20 years working with clients and advisors in the financial services industry.  He has made it his mission to provide clients with sound advice as they work towards their goals through the financial planning process. Jim holds both the Chartered Mutual Fund Counselor and the Certified Plan Fiduciary Advisor designations, as well as his Series 7, 63, and 24. He is the Past President of the National Association of Insurance and Financial Advisors (NAIFA).

When not working, Jim enjoys spending time with his wife Kathy, son Jacob, daughter Katelyn & son-in-law Tristan, but mostly his dog Buddy!  Jim is active in the community and enjoyed coaching his kids through youth football, baseball, basketball and soccer.   He loves spending time with his family on their “little island in Canada” and is an avid jet skier.  Jim is a passionate Cleveland sports fan and can often be spotted at Browns, Guardians, Cavaliers and Buckeyes games.