Broker Check
James Cattaneo, CFP®

James Cattaneo, CFP®

Triad Wealth Advisor

Jim Cattaneo is a CERTIFIED FINANCIAL PLANNER™ with more than 30 years of experience providing objective advice to individuals, families and businesses. He is dedicated in helping clients simplify, consolidate and integrate every aspect of their financial lives.

Jim began his career in 1983, with the Equitable where he gained knowledge in individual planning and employer benefit planning. In 1993, Jim joined forces with an independent broker dealer firm, LPL Financial to provide objective investment advice. In 2007, Jim created Cattaneo Wealth Management Group to provide wealth planning and tax preparation. He joined SHA Retirement Group in 2017.

Jim graduated from Oakland University with a bachelor’s degree in accounting and earned his CFP® Designation from the College of Financial Planning. He holds FINRA {http://www.finra.org} Series 7, 22, 31 & 63 registrations through Triad Advisors, LLC. Jim also holds licenses for Life, Disability, Variable, Annuities and Long-Term Care.

When not in the office, Jim and his wife Evelyn enjoy spending time with their three married children and their eight grandchildren. In his leisure time, Jim enjoys boating, golfing, skiing, travel and reading.