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


Number of times I've been to Italy


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 ®


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

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