Jim Ludwick

Jim Ludwick

CFP®
  • About Jim
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Advisor Details

Contact Advisor
Company
Founder at MainStreet Financial Planning, Inc.
Address
2327 Sandy Walk Way
Odenton MD, 21113
1425 K St. NW, Suite 350
Washington DC, 20005
116 W. 23rd St., 5th Floor
New York NY, 10025
1230 Coast Village Circle
Santa Barbara CA, 93108
340 Lorton Ave., Suite 215
Burlingame CA, 94010
Phone
(410) 695-1556
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About Jim

Advice on spending/saving/debt/retirement/investments/education funding/real estate in person or virtually.

Jim Ludwick founded MSFP in late 2002. His desire was to enable his clients to make good financial decisions by providing objective advice and recommendations without conflicts of interest. He expanded the practice as former clients and friends in Southern California requested help during frequent visits to his former hometown of Santa Barbara where his children and grandchildren reside. The firm now has offices in five cities including New York City and Burlingame, California. Jim does a lot of advice giving via S...

Education

  • BSPA, Public Administration, University of Arizona
  • M. Hlthcare Adm., Hospital Adminstration, University of Minnesota

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

People near retirement
Widows/widowers
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

My advice is educational in nature and not individual advice to be acted upon.