Jim Schlager , CFP®, CTFA

Jim Schlager is a Partner and Practice Leader in the El Segundo/Beach Cities office. He is a member of the Multifamily Practice Office team, providing financial planning, asset management, tax, trusts and estates, insurance, and business management services. With more than 30 years of experience, Jim has a long-held vision: that clients are best served by integrating a team of financial services experts under a single roof. Jim’s foundational ethos is to make clients’ lives easier, while utilizing a team method to help them secure an abundant, well-planned future.  

Prior to joining Cerity Partners, Jim was Founder & Managing Partner of Running Point Capital Advisors – a firm that comprises a team of financial experts to help families and family business owners achieve financial prosperity and security. Before Running Point, he was co-founder of Financial Security Group. He and his partners merged with Moss Adams Tax & Consulting in 2001. Over the course of 18 years, they expanded to seven offices within the Moss Adams locations on the West Coast. In 2006, the two firms fully merged to become Moss Adams Wealth Advisors, LLC.  

Jim and his family live in Manhattan Beach, California, where Jim is an active and engaged member of the community. As a resident, he is committed to community service and actively involved in local institutions. He has served on the boards of the Manhattan Beach Education Foundation and the South Bay Police and Fire Department Memorial Foundation. He is a former planning commissioner with the City of Manhattan Beach, and a member of Manhattan Beach Rotary. 

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