Jim Monahan, CFP®
Senior Financial Planning Advisor
Jim has been a financial advisor since 2016, following a 12-year career as a financial analyst at Raytheon, Hewlett-Packard, and Quantum Corporation. With a strong passion for financial education, Jim enjoys helping individuals achieve their financial goals with clarity and confidence.
He is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor's degree in accounting from Bentley University, as well as an MBA from Babson College.
Jim and his wife, Lila, have two grown children. They settled in Nashua, New Hampshire over 20 years ago. In his free time, Jim enjoys hiking, sporting events, and trips to Hilton Head Island. He is an active member of the Church of the Good Shepherd in Nashua and is frequently seen around town walking his Old English Sheepdog.