James D. Kinney, CFP^TM

Jim is the founder of Financial Pathways.  Here is a brief outline of Jim’s experience and credentials.

Education:
BS in Business Administration, Drexel University. (1984)
MBA, Fairleigh Dickenson University, (1990)                             CFP Education Program, College for Financial Planning, 2007

Credentials:
2008 Certified Financial Planner^TM                                         Certified College Planning Specialist (2008)

Learn more about the CFP certification and why it matters at www.cfp.net.

Career Experience:
1990-2003
Entrepreneur/Business Operations/Finance.  Co founder and Chief Operations Officer of Shore to Shore Inc. of Miamisburg, Ohio.  Successfully grew this start up into a leading international supplier of garment tags and labels with a focus on international supply chain logistics and UPC data management solutions. I sold my interest in 2003 to pursue other professional interests.

2004-Present
After selling my interest in Shore to Shore, I began informally helping family and friends with their personal finances. An offer from a friend who was a CFP lured me into the profession on a full time basis and I started working toward my CFP certification.  In 2007 I started my own firm, Financial Pathways in its present location.  We have been growing successfully, as people increasingly are looking for alternatives to the product sales oriented approach still common in the industry.  I added Luba Globerman to the team in 2009.

Personal:
Married to Laura for 27 years with 4 school and college aged children ages 14 through 22.  In my spare time I am actively involved as a scouting volunteer (Assistant Scoutmaster) and enjoy fly fishing, hiking, and the great outdoors.

 

Luba Globerman, CFP^TM

Education:
BA Civil and Industrial Engineering, Kishinev Polytech Institute, Moldova, Russia

Professional Credentials:
Certified Financial Planner™ (CFP) 1995                                        Certified Divorce Financial Analyst™ (CDFA) 2012
Insurance Licenses: Life and Health (NJ)

 

Experience:
Luba joined Financial Pathways in 2009. She has been a Certified Financial Planner™ since 1995. Luba also brings vast and diverse experience to the table. Having emigrated from the Soviet Union in 1979, she worked for many years as a systems programmer in the financial industry before starting a very successful business enterprise with her husband Boris. Luba specializes in providing budget and financial counseling services, planning issues facing single women, as well as issues involving long term care planning. As a Certified Divorce Financial Analyst, Luba has pursued specialized training in the area of assisting clients (and their attorneys) with the sometimes complex financial planning issues involved in divorce.