James A. “Jim” Betzig, CIMA®, is a seasoned wealth-management leader and current CEO of Coastal Bridge Advisors. He founded TrinityPoint Wealth in 2018 and previously served as Partner & CEO at Beirne Wealth Consulting. From 1994 to 2012, he was a Vice President and Senior Wealth Advisor at Merrill Lynch. Jim is also a co-author of the book "The Rest Easy Retirement Plan."
How Health Savings Accounts Help 401k Participants
Savvy advisors are always on the hunt for additional ways to build their businesses while also increasing the…
5 Fiduciary Questions 401(k) Advisors Need To Answer
With high-profile 401(k) litigation making headlines, many plan sponsors, if they haven’t already, will likely turn up the…