James F. Ferrare is a Wealth Advisor and Principal at Withum Wealth Management. He has over 40 years of finance experience and holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations.
Jim is a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute. For the past six years, he was named on Forbes Best-In-State Wealth Advisor list. He has a comprehensive background in lifestyle planning, wealth counsel, and tax-sensitive portfolio management. As an Investment Advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spouse, and inheritance. He was inducted into the Research Magazine’s Investment Advisor Hall of Fame in December of 2013.
In addition to his position at Withum Wealth Management, Jim is an Executive Vice President and Board Member at Pinnacle Associates Ltd., a Withum Wealth co-founder. Jim earned his required CPA accounting experience at Oppenheim, Appel, Dixon & Co., a certified public accounting firm specializing in the securities industry. Jim currently serves on a JP Morgan advisory council helping their organization provide timely and relevant value to registered investment advisory community. Jim recently received the ICON Award from NJBIZ and was named a 2023 Leader in Finance.
Learn more about my professional experience and how I spend my time outside the firm.
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Jim is also actively involved in the community. He currently serves as a non-voting board member of the Francis E. Parker Memorial Home on their Investment Committee. In past years Jim served as investment chair for Springpoint Senior living, was a member of the Board of Trustees for 180 Turning Lives Around Inc., was member of the American Cancer Society’s Monmouth County Chapter and the New Jersey Chapter of Covenant House. Earlier in his career, he lived in New York, he dedicated time to educating tomorrow’s business leaders. He served as an adjunct professor teaching accounting and investing related classes at the College of Insurance. He also taught CFA candidates participating in the New York State Society of Securities Analysts curriculum.
Jim has two sons and a daughter. His older son is a Ph.D student at Stanford University and is younger son has his Certified Public Accounting and Certified Financial Planning licenses and works as a financial analyst. Jim’s daughter is a practicing attorney in Katy, Texas specializing in the healthcare industry. Jim and his children have shared a lifetime appreciation for the outdoors. Together, they have summited several mountain peaks ranging from the Presidential Mountains in New Hampshire to the Canadian Rockies to Mount Kilimanjaro in Tanzania, Africa.
At Withum Wealth, we believe that a large part of long-term financial success is planning ahead. For this year-end planning guide, we have included a list of actions to consider in this dynamic financial environment. Year-End Planning Checklist Budgeting Portfolio Review Retirement Savings 2025 MAGI Limits Single Married Filing Jointly $150,000 – $165,000 $236,000 –…
Jim Ferrare, Managing Principal of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, was named to this year’s 2022 Best-In-State Wealth Advisors list by Forbes for the fifth year in a row. A Chartered Financial Analyst® (CFA®) and CPA, Jim is an investment advisor who helps clients understand and manage investments as…
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