Jim Mailhes

Jim Mailhes

CFP®, CLU®, ChFC®

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Phone: (361) 882-8700
Fax: (361) 882-2790
E-mail:
 

Since 1985, Jim Mailhes has used comprehensive financial planning systems to help clients successfully plan for their financial lives:  Identify and prioritize accumulation goals, explore and evaluate tax advantaged courses of action, monitor and adjust the plan as needed.  He enjoys sharing ideas which save clients money and develop plans in the event of death, disability or illness.  His credentials include:

  • CERTIFIED FINANCIAL PLANNERTM Practioner
    • CFP Board of Standards
  • CHARTERED FINANCIAL CONSULTANT®
    • The American College
  • CHARTERED LIFE UNDERWRITER®
    • The American College
  • Former Adjunct Professor at Del Mar College
  • FINRA Series 7, Series 6, Series 22, and Series 63, Series 65 Registrations
  • Texas and other State Life & Health Insurance Licenses
  • Bachelor of Business Administration in Marketing
    • Texas A&M University - College Station