Jim Dorman

James B. Dorman, Jr., CPA/PFS, CFP®, is the President and founder of Dorman Financial Management, P.A.. Jim holds a Bachelors Degree in Business Administration, Accounting from Stetson University (1980).

Jim's work experience includes 8 years with Arthur Andersen & Co., the largest international accounting and consulting firm in the world. As controller of a large corporation in Orlando, Florida, Jim also served as the company's administrator to their retirement plan of over $30 million in assets.

In addition, he is a Member of Financial Planners Association (FPA), and successfully completed the rigorous education curriculum for the prestigious CERTIFIED FINANCIAL PLANNER™ professional certification. Jim maintains a certificate of good standing with International Board of Standards and Practices for CERTIFIED FINANCIAL PLANNERS,  Inc. (IBCFP) for use of the CFP® and CERTIFIED FINANCIAL PLANNER™ professional trademarks.

Jim is also a member in good standing with the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, having also successfully taken and passed the Certified Public Accountants' (CPA) examination. In addition, Jim has completed the AICPA's requirements for obtaining the Personal Financial Specialist (PFS) designation.

Mission:

Life transitions are inevitable for each of us: marriage, children, career changes, retirement, divorce, and loss of a family member. These events can impair our judgment and affect our financial decisions. Our financial planning focuses on minimizing the financial impact caused by these transitions.

We assist our clients in learning to implement prudent and responsible investment strategies designed to help them become financially independent. While each of our clients is truly unique, they all have one thing in common; they want unbiased financial advice from experienced, caring professionals. Sharing our experience, knowledge and understanding of the impact of financial planning on life is what this firm is all about.

Our approach is different - we emphasize our clients, not the products. Unlike many financial consultants, Dorman Financial Management, P.A.  is an independent firm with no proprietary investment products to sell. This allows us to develop long-term relationships and approach investing and financial planning as a process, not an event.

To help provide our clients with financial independence through financial education, enabling them to work towards their goals with confidence.