Jim Dombrowski, CFP

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Financial Advisor
Dombrowski Wealth Management
1590 W Causeway Approach
Ste 1
Mandeville, LA 70471

jim.dombrowski@benjaminfedwards.com
Phone: 985-674-7000


OVERVIEW

I started working as a financial advisor in 2000 after an 11-year career as an offensive lineman for the New Orleans Saints.  My career in the NFL was a tremendous experience and opportunity but it also came with the added responsibility of managing the wealth accumulated in a prudent manner.  My decision to enter the financial services industry was a natural extension of helping others address many of the same issues I had to address in my personal life.  My clients benefit from my unique experience and education.  I am a certified financial planner® professional who has developed and refined a process that puts the pieces of my client’s financial puzzle in place as their life unfolds and their needs evolve.

When we work together I am the navigator of your financial sailing ship.  You are the captain and set the ship’s direction with your short-term and long-term goals.  My role is to devise a plan that helps get you from where you are today to where you want to go.

While on this “voyage” the winds will change, the currents will change, and a storm or two will likely be encountered.  As your navigator, it is my role to focus on the things that matter and that can be controlled.  There is a famous quote in sailing that says, “It is the set of the sails and not the direction of the wind that determines which way we go.”  I am responsible for “setting the sails” during your voyage.

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.