Jim Dischert, CEPA
Professional ExitMap Planner / Featured
Founder & CEO, Three Sixty Wealth Management ➤
Since 1995, Jim Dischert has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. In 2006, he founded Three Sixty Wealth Management, determined to provide a superior level of commitment, dedication, and service to his clients.
The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services, with a focus on cost-efficient portfolios, asset distribution, and wealth preservation.
Jim is an Investment Advisor Representative and is a fully licensed Insurance Producer in the state of Illinois holding his Life/Health and Property/Casualty licenses. Jim is currently finishing his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College.
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- Listing ID: 10488
- Professional Class: Exit Planner, Wealth Advisor