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James E. Mathias, ChFC®, CLU®

James E. Mathias, ChFC®, CLU®

Lead Advisor

James E. Mathias first joined the financial services profession in 1975 with Metropolitan Life Insurance (METLIFE) as a life insurance agent. He immediately became involved in a new process called “programming” which eventually evolved into financial planning. In 1984, he received the professional designations of Chartered Life Underwriter and Chartered Financial Consultant from The American College in Bryn Mawr, Pennsylvania.

Jim founded Focus Financial Group in 1991 to provide individuals, families and small businesses with a safe place to make financial decisions.

A current member of the Financial Planning Association and the Society of Financial Service Professionals, Jim is a well-known and respected speaker on a wide range of financial subjects.

Besides assisting clients in meeting their financial objectives, Jim has been married to Nancy since 1975 and helped raise two children (James IV and Emily). Jim enjoys sports and plans to increase his personal horizons through travel.

Jim is insurance licensed and a registered principal of J.W. Cole.