Jim Angiuli
- CFP
- Executive Vice President
“I love helping people and strive to make a positive impact on each and every client.”
Background & Experience
Jim has been working in the financial industry for over 25 years. During that time, he has mastered the ability to assist clients in understanding their unique financial situation. Jim helps clients uncover what money truly means to them. With those understandings, Jim’s clients are able to navigate the complexities of wealth management.
Being willing to go above and beyond are the core principals which guided Jim to start his own practice. As a Senior Financial Advisor with FIT Wealth Management, Jim places the highest priority on the interests of each client. Jim has also been named one of Forbes Best-In-State Wealth Advisors for 2022 and 2023.
Jim received his bachelor’s degree with a focus in Business Administration. Prior to starting his own business, Jim worked for several respected financial institutions, including PaineWebber, Wells Fargo Advisors, and Fidelity Investments. Through those experiences, Jim began specializing in holistic planning, retirement planning, income planning, and investment planning.
Away from the Office
When he isn’t working, you can find Jim spending quality time with his family. He and his wife attend their children’s various activities. On weekends, Jim enjoys driving around to many beautiful locales in New Jersey, New York, and Pennsylvania. Some of Jim’s favorite hobbies include cooking and playing guitar.
The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Background & Experience
Jim has been working in the financial industry for over 25 years. During that time, he has mastered the ability to assist clients in understanding their unique financial situation. Jim helps clients uncover what money truly means to them. With those understandings, Jim’s clients are able to navigate the complexities of wealth management.
Being willing to go above and beyond are the core principals which guided Jim to start his own practice. As a Senior Financial Advisor with FIT Wealth Management, Jim places the highest priority on the interests of each client. Jim has also been named one of Forbes Best-In-State Wealth Advisors for 2022 and 2023.
Jim received his bachelor’s degree with a focus in Business Administration. Prior to starting his own business, Jim worked for several respected financial institutions, including PaineWebber, Wells Fargo Advisors, and Fidelity Investments. Through those experiences, Jim began specializing in holistic planning, retirement planning, income planning, and investment planning.
Away from the Office
When he isn’t working, you can find Jim spending quality time with his family. He and his wife attend their children’s various activities. On weekends, Jim enjoys driving around to many beautiful locales in New Jersey, New York, and Pennsylvania. Some of Jim’s favorite hobbies include cooking and playing guitar.
The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.