James Whalen Earns CIMA® Certification


Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the requirements for the CIMA® certification, Certified Investment Management Analyst® through the Investment & Wealth Institute®. James attended The University of Chicago Booth School of Business to complete the CIMA® certification, which identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through a select top-20 business schools in the United States. His studies culminated in him passing the rigorous five-hour certification exam. 

Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. Those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.

CIMA® advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA® advisor learns sophisticated, technical investment concepts and how to apply them for both individual and institutional clients.  James states “It’s an honor to earn the CIMA designation. It has provided me with the experience and knowledge to provide additional value to both my clients and colleagues.”

Blue Rock Financial Group supports their team to seek out educational opportunities that will support their role at the Firm and enhance their career.  We are very proud of each member of our team and proudly congratulate him on this tremendous accomplishment.

Blue Rock Financial Group specializes in customized, fee-based comprehensive financial planning services targeted toward business owners, pre-retirees, retirees, and executives. Blue Rock Financial Group applies a holistic approach to wealth management to help clients plan confidently for their financial futures. 

For more information, go to bluerockfg.com or call 302-PLANNER.