Jim Stanziola

As a financial advisor specializing in tax efficient strategies and wealth preservation, Jim Stanziola enjoys advising business owners and families on how to achieve financial independence by optimizing the value of their companies and investment portfolios. For more than 25 years, he’s counseled affluent clients on business succession and estate plans, wealth management and retirement.

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Previously, Jim was the principal of his own financial advisory firm, focusing on the needs of high net worth clients and business owners. Prior to that, he spent 20 years as an advisor with Lincoln Financial Network, developing strategies to help enable clients to maximize their wealth and minimize their tax liabilities. In addition, he trained other advisors on complex areas such as buy/sell agreements, financial modeling and business insurance.

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Jim graduated from Drake University School of Law with a specialization in estate planning and tax, and earned his bachelor’s degree in history at the University of Vermont.

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An avid runner and swimmer, Jim completed the Boston Marathon twice and has run in more than 300 distance races.

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Jim and his wife Lori have been married for more than 30 years and they have three grown children.

 

STANZIOLA ESTATE LAW

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Jim is the Managing Attorney at Stanziola Estate Law* and Infinitas’ in-house estate lawyer. With a strong background in legal and financial matters, Jim works with clients developing strategies to enable them to maximize and protect their wealth. He is a licensed attorney in Missouri and Kansas.