James J. Ciprich

An Introduction to Jim

What makes Jim passionate about his role.

A team approach

Our people collaborate to deliver highly personalized service to you.

Jesse Milde
Jesse Milde
Client Relationship Specialist
Chadderdon O’Brien
Chadderdon O’Brien
CFP®, FRM
Wealth Advisor
Michael Pappachristou
Michael Pappachristou
CFP®
Analyst
Arlene Pitch
Arlene Pitch
Client Relationship Specialist
Abigail Rosen
Abigail Rosen
CFP®, MS
Wealth Advisor

Team member name and title

Tem member contact

Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options. He is regularly asked to speak at LPC communities, client events, and is frequently quoted in the media. He holds the CERTIFIED FINANCIAL PLANNER™ certification. He has an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College, and is an Adjunct Professor at Fairleigh Dickinson University where he teaches prospective financial planners in the CFP® program. Previous to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland. There, he advised high-net-worth attorney clients on investing, insurance and financial planning issues, while working with multiple county and state bar associations. Prior to his career in financial services, Jim held several marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.

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