Get To Know Jim

As a Wealth Advisor, Jim plays a critical role in our team, providing comprehensive financial planning and investment advice to our clients.

Prior to his role at Tarbox, Jim was a Vice President Financial Consultant at Charles Schwab, where he was responsible for managing client assets of $950 million.  He assisted his high net worth clientele with comprehensive financial planning and investment advice. Prior to his time at Charles Schwab, he worked as a financial advisor for Principal Financial Group.

Jim is a CERTIFIED FINANCIAL PLANNER™. He also earned a Bachelor of Science in Business Administration with an emphasis in finance and entrepreneurship from the University of Southern California

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Number of times I've been to Italy

10,000

Number of pizzas made growing up in my family business

Who has been a significant influence in your professional life?

My dad has been my biggest influence in my professional life.   As a business owner and a former corporate executive, he has been able to teach me lessons that he learned throughout his career.   He has always given me great advice and support when I have faced challenges throughout my career.

- Jim Meussner, CFP ®

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National Football Championships that I’m proud of as a USC graduate

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