Get To KNOW 360IRA
Meet Jim Fenstermacher
Investment & Retirement Advisor
CWM® · CTEP® · ChFEBC℠
Jim Fenstermacher is an Investment and Retirement Advisor with 360 Investment & Retirement Advisory, serving clients in Pennsylvania and beyond. As the leader of 360IRA's Pennsylvania operations, Jim helps individuals and families navigate complex financial decisions and build a comprehensive retirement strategy.
Get To KNOW 360IRA
About Jim
Jim is a fiduciary-based Investment and Retirement Advisor with 360 Investment & Retirement Advisory (IRA), where he leads 360IRA's Pennsylvania operations. He specializes in helping individuals and families approaching or in retirement navigate complex financial decisions and feel confident about their financial future.
Experience & Expertise
Jim holds the Chartered Wealth Manager®, Chartered Trust and Estate Planner®, and Chartered Federal Employee Benefits Consultant℠ designations, supporting his ability to design coordinated strategies across investments, taxes, estate planning, and federal retirement systems.
Comprehensive 360° Planning
Jim utilizes our 360º strategy, which integrates income, investments, taxes, healthcare, Social Security optimization, and estate and legacy planning in a way that is designed to help protect your wealth and make it go further.
Client-Centered Approach
Jim takes a collaborative and educational approach, helping clients simplify complex decisions and feel confident in the strategies being implemented.
Navigating Federal Benefits
Jim specializes in working with those approaching retirement, particularly with federal employees, helping them coordinate their FERS or CSRS pension, Thrift Savings Plan (TSP), Social Security, and investments into a strong retirement income strategy.
Contact us
Have questions about your retirement or want to explore whether a 360° retirement plan is right for you?
jim.fenstermacher@360ira.com
Phone
Office: 215-208-7196
Office
600 W Germantown Pk; Suite 400
Plymouth Meeting, PA 19462
