Jim Oliver

Further information about Jim Oliver:

Jim Oliver CPA/PFS, CFP(R) has been in Texas since 1967. After two years at Princeton in engineering and economic programs, Jim finished his college education at Baylor with an accounting degree. He spent over 3 years with a national CPA firm performing and supervising financial audits for clients such as La Quinta Motor Inns, San Antonio Credit Union and the Bexar County Hospital District.

Jim switched to industry serving two years as Controller/Director of Finance/Treasurer/CFO for Harte Hanks Cable and related entities.

In 1981 Jim decided it was time to make his own strategic business move. With an entrepreneurial personality and his accounting experience, he started his own CPA practice, now know as Jim Oliver & Associates.

Jim's first client (the leasing agent for the firm's first three-room office) is still a client today. Jim built his fledgling business with very creative marketing approaches. Through regular TV and radio appearances, an appearance in MONEY Magazine as their top tax preparer and networking through family, friends and community service, Jim was able to build a client base that now includes individuals, families, some of San Antonio's best known businesses, and even a few local and national celebrities.

Today, our team of CPA's and professionals offers a full spectrum of financial resources in addition to traditional tax planning and accounting.

Along the way, Jim continued to expand his knowledge and experience, earning his CERTIFIED FINANCIAL PLANNER certification in 2004 and his designation as a Personal Financial Specialist in 2006.

Jim actively participates in church and community activities. He chaired the Bexar County Child Welfare Board for two years, which led to the Bexar County Commissioners awarding him the "Hidalgo de San Antonio de Bejar". As part of his volunteer work, Jim worked on a ten-day water project for a village in the Guatemalan jungles. His hobbies include travel, reading, swimming and discovering new restaurants with his wife Tavia. He also serves as a discussion leader for Bible Study Fellowship and a substitute leader in his church life group.

Jim is an active member of the Texas Society of CPAs, serving on the board of directors, the Advanced Estate Planning Conference committee, the Investment Committee and as a legislative keyperson. In previous years, he has chaired over a dozen committees, councils or task forces.

Jim is also active member of the local CPA society, serving on the chapters PAC, and was president 1992-1993.

Jim is also a member of the AICPA, Financial Planning Association and San Antonio Estate Planners Council.

Compensation and Fee Structures:

Fee only asset management and financial planning. Fees may be based on assets under management, hourly rates, fixed fee engagements or combination of these.

Licenses, Certifications & Affiliations:

* Certified Financial Planner (TM) practitioner
* Certified Public Accountant with Personal Financial Specialist designation
* FINRA Series 7/63/65

Education:

Bachelor of Business Administration in Accounting, Baylor University, 1976, summa cum laude

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Further information about Financial Life Advisors:

(Size of firm: 0-9 advisors)

Financial Life Advisors is an independent, locally-owned registered investment advisor providing investment management, financial planning and related consulting services.Our philosophy focuses on diligence, customer service and respect for the individual nature and need of each client.

Our affiliation with Jim Oliver & Associates P.C., a CPA firm with common ownership, Team Oliver offers not only comprehensive financial planning and investment advisory services to individuals and corporations, but also tax, business and estate planning and compliance.

Our relationships rely on trust, competent professional guidance, regular communication and prompt service. Setting goals, monitoring progress and keeping you informed are keys to a successful relationship.