Join Our TeamJim McHale Profile Page
City: San Francisco
State: CA
Keynote/Breakout
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Profile
DYNAMIC, RESULTS-ORIENTED SPEAKER AND TRAINER Jim McHale is a dynamic speaker and trainer, with more than 20 years’ worth of outstanding reviews from his many satisfied students. He is a Certified Financial Planner and Certified Public Accountant, licensed in New York and California. He is one of fewer than 25 instructors in the U.S. qualified to teach the entire six-part Certified Financial Planner comprehensive examination review. He has taught classes for such firms as Merrill Lynch, Mass Mutual, UBS, and A.G. Edwards, prior to which he worked in public accounting (audit and tax) and healthcare. He currently operates his own tax and consulting practice along with his wife and business partner, Hiroko Goto, CPA. In addition to his CPA and CFP® certifications, he holds a California Real Estate License, California Property and Casualty License, and Life and Health Licenses in California and other states. |
