Jim DeMartino, CFP®

Jim DeMartino, CFP®

Wealth Advisor

 

Jim DeMartino, CFP®, joined Gottfried & Somberg Wealth Management, LLC in October 2009.


Jim is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial industry.


Jim is committed to providing every client with superior, impartial financial planning advice specific to each individual's unique circumstances and communicating that advice in straightforward, easy-to-understand language.


Jim specializes in retirement income planning and is exceptionally knowledgeable about the many complex intricacies of the CT State Employees Retirement System and the CT Teacher Retirement System, as he has helped shepherd hundreds of clients through the often daunting retirement process. Jim is also involved in all other areas of financial planning, including investment management, insurance, and estate planning. Jim's knowledge of the various aspects of financial planning, his strong organizational skills, and his personable, welcoming style make him a joy for our clients to work with and a valuable team member. In addition to his CFP® certification, Jim holds FINRA Series 7 and Series 66 securities registrations through Commonwealth Financial Network®. He is insurance-licensed and well-versed in life insurance, variable life, annuities, and long-term care insurance.


Born in Lancaster, Pennsylvania, Jim has resided in Connecticut for 20 years and lives in Glastonbury. In the 1980s, Jim earned a BFA from the School of the Art Institute of Chicago and his MFA in painting from Yale University, where he also taught for five years. In his spare time, he enjoys painting and drawing, traveling, listening to all kinds of music, and playing guitar.



2019-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.