Meet Jim Kraiss

Jim Kraiss has been a Certified Financial Planner (CFP) for over 29 years. He has taught financial planning at several area colleges, written multiple financial planning articles, and authored five books on the subject. His latest book, Living the Tax Free Life, has received rave reviews from readers and other financial advisors.

With his expertise in designing non-assessable financial instruments for college funding and his previous long-term experience as a Series 7 and Series 63 securities advisor, he has been able to design unique multi-advantaged solutions for our clients.

Jim lives in Wheaton with his wife Karen.  His son and daughter both live in the area and have blessed him with three grandchildren. Jim’s mission in life is to show all of his clients how to live a financially secure tax-free life.