Jamshid “Jim” Hoorfar, Ph.D., CLU^®, ChFC^®, CLTC

LPL Financial Planner

Phone: (816) 525-0900, (855) 524-4545

I began my career in the insurance and financial services industry in seeking to help people grow and protect their wealth. I enjoy getting to know my clients and building relationships. Even after 40+ years in the financial services industry, I still find that helping my clients is the most satisfying part of my work. In the industry, I have reached recognition for my success by qualifying for the Million Dollar round Table since 1990. Additionally, I was named to the Court of the Table four times and am now a Lifetime member of the Million Dollar Round Table.

Designations

CLU^® - Certified Life Underwriter
ChFC^® - Chartered Financial Consultant
CLTC - Certified in Long Term Care

Education

BS in Cost Accounting 1973
MS in Industrial Management November 22, 1977
MS in Economics June 16,2000
PhD in Finance June 14, 2002

Personal Information

My family and I have lived in the Lee's Summit area since 1993. In my spare time, I participate in the Lee's Summit Chamber of Commerce activities and enjoy playing soccer and racquetball at Legacy Park. I have been active in soccer for over 40 years.