James R. Wallisch, CFP®

Jim is a CFP® professional and a Investment Advisor Representative of LPL Financial. He is a native of Pittsburgh, graduating from Fox Chapel High School in 1975. He then graduated with honors from Princeton University in 1979, and from there, he went on to receive his MBA in Finance and Accounting from UCLA in 1982.

Jim has been in the industry servicing clients in financial services for over 30 years. He began his career working with an international investment firm, Scudder, Stevens and Clark. He was an advisor with Raymond James for over 30 years prior to joining LPL. In 2020, Jim was recognized as one of the top advisors in the state of Pennsylvania by Forbes Magazine.

Jim has been active in numerous community organizations over the years. He was the co-founder and President of the FC Youth Foundation for 5 years and has also served as a member of the Board of Directors at The Pittsburgh Field Club for 9 years. Jim has served on the Fox Chapel School District Budget Committee, the Financial Committee at the Fox Chapel Presbyterian Church, as well as the Fox Chapel District Association. He also coached baseball, basketball and soccer in the Fox Chapel area for over 20 years.

Jim and his wife, Patty, reside in the Fox Chapel area.

*The Forbes Best-In-State Wealth Advisor ranking,developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.