About Jim Yent, ChFC, CFA

Jim Yent is a Wealth Advisor with Generations Wealth Advisors in Raleigh, North Carolina. Jim's journey to financial planning began after a 20-year career in technology consulting for financial institutions. A kidney transplant marked a new chapter, leading him to found Generations Wealth Advisors in 2002. Leveraging his keen eye for investments, research, and wealth management, Jim brings a panoramic view to retirement planning.

A Yale graduate, Jim's past boasts many fun achievements as well, having been the captain of the basketball team, a member of the prestigious Skull and Bones society, and a singer with the Yale Whiffenpoofs. From basketball and outdoor pursuits like hiking and diving, to academic passions like philosophy and science fiction, Jim enjoys a rich and diverse life. Today, he finds his greatest fulfillment working alongside his wife and cherishing time with family and friends.

As a Chartered Financial Consultant (ChFC) and CFA charterholder, Jim thrives on educating and empowering clients to achieve financial freedom and a fulfilling retirement.

About Generations Wealth Advisors

Generations Wealth Advisors is an independent firm, not pressured to sell in-house products. This allows them to be unbiased and selective, recommending only the investments and services that truly benefit your financial goals. 

They believe in creating a comprehensive financial plan that integrates all the pieces. While some elements may not be relevant now, they could become important later in life. Their proprietary process called The Kairos Formula helps you stay on track towards financial independence, adapting as your needs evolve. While this process isn't a one-time fix, it's about building a resilient plan with various strategies to minimize risk in any situation.

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