Professional

Mission

"Quality is never an accident; it is always the result of intelligent effort"
-John Ruskin

Since becoming a part of Northwestern Mutual Financial Network in 1990, Jim Zoller's mission has been to help clients define their current financial situations and identify means to realize their financial goals. Along with a network of specialists, Jim provides innovative solutions using world class insurance services and internationally recognized investment products. Through this, he strives to develop enduring relationships with clients.

Background

In 1979, James Zoller earned a Bachelor’s of Science in Accounting and Finance at the State University of New York at Oswego. He went on to receive a Master’s of Business Administration from the University of Phoenix in 1990.  This education enabled Jim to have a successful career in Accounting and Finance Management which subsequently prepared him for running his own business.

After spending 11 years in Corporate Accounting and Finance, Jim Zoller decided that he wanted a more meaningful career that allowed him to apply his tax and accounting knowledge to assisting individuals and small businesses with their specific financial issues.  Jim has been with Northwestern Mutual Financial Network since 1990.

Jim Zoller has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Pennsylvania.

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

Awards and Recognition

• Million Dollar Round Table Qualifying/Life Member: 2010-2011
• Million Dollar Round Table Qualifying Member 2000-04, 2006-2009
• National Quality Award: 1992-1999, 2001-2003, 2006
   
Associations and Memberships James Zoller is a member of the . NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation’s largest financial services membership association.

The mission of the Society of Financial Service Professionals is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients´ financial needs. Jim Zoller is proud to be part of an organization that for over 75 years has been helping individuals, families and businesses achieve financial security.