PERSONAL FINANCIAL GROUP

Asset Manager

Founded in Hidden

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  1. Headcount: Hidden
  2. Assets Under Management: Hidden

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Personal Financial Group

Registered in AZ, CA, CO, NE, NJ, OR and WY. While Personal Financial Group is licensed to operate in 7 states, licenses for individual advisors may vary.

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USNews
November 2, 2013
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Previously, he served as a Senior Consultant in the Personal Financial Group of Ernst & Young (1990-1994). Jim has been working in the investment management field since 1994. He received both a BS (1988) and a MS (1990) in accounting from the University of ...

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Yahoo Finance
June 27, 2015
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James M. Tringas CFA, CPA

Wachovia Asset Management Group. Previously, Mr. Tringas served as a Senior Consultant in the Personal Financial group at Ernst & Young LLP. He is a member of the Boston Society of Financial Analysts and the AICPA. Mr. Tringas is a CFA charter holder and a ...

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Bloomberg
June 25, 2015
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Money Matters: Investors, don’t be your own worst enemy

As financial professionals, we find ourselves quite often thinking “Help us, Help you!” a la Jerry Maguire. I sometimes joke that, as a financial professional, a psychology degree might be better suited over a masters in business. Having worked with ...

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The Kansas City Star
July 31, 2014
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Sponsorship adds new premium seating at KC's only PGA Tour event

The Midwest Classic, the only PGA Tour-sanctioned golf tournament in the Kansas City area in 2015, will get new skybox seating thanks to a new partnership with Personal Financial Group Inc. in Overland Park. The Personal Financial Group Chalet Village will ...

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The Business Journal
January 21, 2015
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11 reasons to leave your 401(k) behind

8. Access to loans If you have a family-owned business, and you’re contemplating transferring ownership to your heirs, it might make sense to leave your 401(k) behind too, according to Don Clark, CFP, of Personal Financial Group. Often, it’s ...

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Market Watch
August 16, 2012
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Previously, he served as a Senior Consultant in the Personal Financial Group of Ernst & Young (1990-1994). Jim has been working in the investment management field since 1994. He received both a BS (1988) and a MS (1990) in accounting from the University of ...

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Yahoo Finance
December 8, 2015
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