Senior Financial Advisor
Jim Tracz, CMFC, is an Investment Advisor representative with Bucholtz Consulting / Financial Planning Resources, an independent financial planning and wealth management firm with locations in Willoughby Hills and Hudson. Jim is a Northeast Ohio native and graduate of the Miami University Farmer School of Business. Prior to joining Bucholtz Consulting, Jim was the Cleveland Complex Manager for Ameriprise Financial and has been a registered investment advisor since 2001.
Jim has spent over 20 years working with clients and advisors in the financial services industry. Jim has made it his mission to provide clients with sound advice as they work towards their goals through the financial planning process. He holds the Chartered Mutual Fund Counselor designation, as well as his Series 7, 63, and 24. He is the Past President of the National Association of Insurance and Financial Advisors.
When not working, Jim enjoys spending time with his wife Kathy, son Jacob, daughter Katelyn and their dog Buddy. Jim has been active in sports and coaching his kids through youth football, baseball and soccer. He loves spending time with his family on their “little island in Canada” and is an avid jet skier. Jim loves Cleveland sports and can often be spotted at Browns, Guardians, Cavaliers and Buckeyes games.