Jim Lingelbach, CFP®
Founder | CERTIFIED FINANCIAL PLANNER™ | Chartered Financial Consultant | Chartered Life Underwriter | Retirement Income Certified Professional | Chartered Advisor for Senior Living | BFA Behavioral Financial Advisor | Tax Planning Certified Professional
Jim Lingelbach holds the following designations:
CFP® CERTIFIED FINANCIAL PLANNER™
ChFC® Chartered Financial Consultant
TPCP® Tax Planning Certified Professional®
RICP® Retirement Income Certified Professional®
CASL Chartered Advisor for Senior Living
CLU Chartered Life Underwriter
NSSA® National Social Security Advisor®
RSSA® Registered Social Security Analyst®
BFA Behavioral Financial Advisor
Jim began his career in financial planning in 1987 in San Diego, CA.
Financial EKG (Education, Knowledge, and Guidance) are the principles that guide client relationships.
Jim founded his current firm, CURO Financial Planning, in 2017 with the help of his business partner, Ciano Villaquiran. In 2021, CURO Financial transitioned from the insurance-based BD world to the Hybrid IBD/RIA firm The Ameriflex Group.
CURO Financial Planning specializes in helping consumers navigate the retirement transition.
Jim has obtained several professional designations, including CFP, ChFC, CLU, CASL, RICP, and BFA because he values lifetime learning and growth.
Jim is a master chef and ice sculptor, and he enjoys living in Encinitas, CA, with his wife, Jeannie. Jim and Jeannie have three adult children: Brett, Troy, and Danielle.