James Pfeil, NSSA® & IRMAACP™ Advisor · Elkhorn, WI

Meet Jim Pfeil, a dedicated Independent Financial Advisor at Sierra Financial Services, located in the heart of Wisconsin. With over a decade of experience in the financial advisory industry since 2013, Jim has established himself as a trusted resource for individuals seeking tailored financial strategies and expert guidance, particularly in the realm of Social Security and retirement income planning.

Having earned the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, James Pfeil is equipped to guide clients through complex Social Security and Medicare decisions.

Jim holds an MBA and several prestigious designations, including RICP (Retirement Certified Income Professional), IRMAACP, and CMIP (Certified Medicare Insurance Planner). His extensive training and expertise enable him to provide comprehensive advice that helps clients navigate the complexities of retirement benefits, Social Security options, and Medicare planning. His commitment to excellence and client satisfaction has earned him respect among both peers and clients.

In addition to his professional accomplishments, Jim is passionate about connecting with his clients on a personal level. When he’s not assisting clients in creating their financial futures, you can find him enjoying a round of golf, cheering on Wisconsin sports teams, diving into an engaging book, or discussing current events and politics. If you're looking for a knowledgeable and reliable advisor to guide you through your financial journey, Jim Pfeil is your go-to expert in Wisconsin.

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