Our Qualifications

With more than 25 years experience working with individuals and businesses in the area and throughout the country, Bakun Asset Management provides your Personal Chief Financial Officer in Jim Bakun.

As a Certified Financial Planner®, Chartered Financial Consultant®, and Life Underwriters Training Council Fellow, Jim hold Series 66 and 7 General securities licences as well and state L&H licenses, and is qualified to sell a variety of investment and insurance products.

Bakun Asset Management and the firms we partner with are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.