James Dargusch, CAP®, CFRE®

Jim has been an established talent in the financial services industry since 1992. He specializes in solving complicated issues surrounding estate, business strategies, tax preferred accumulation, insurance, and charitable planning.

Jim’s belief in a “serve first” business philosophy and “concierge” type service are attributes that has enabled him to develop solid long-term relationships with his clients. Jim is a true client advocate employing a unique process and approach to help his clients achieve their directed objectives.

Areas of Specialty

Working with Executives, Closely Held Business Owners, and Affluent Retirees

Supporting nonprofit organizations in the development and execution of Major and Planned Gifts

Founder & President of Planned Giving Consultants, LLC

Education & Accreditation's

Central Michigan University, B.A.A. Honors Program, Dean’s List, Lettered in Football

Registered with the Securities Exchange Commission (SEC)

Financial Industry Regulatory Authority (FINRA)

Investment Advisor Representative (IAR) and Registered Representative (RR)

Security Licenses: Series 6,7,63, and 66

Insurance Licenses: Life & Health

Chartered Advisor in Philanthropy (CAP®)

Certified Fundraising Executive (CFRE®)

Real Estate (Not Active)

Memberships/Professional & Civic Organizations

Jefferson Health Foundation – NJ Board of Directors (2016-Present)

March of Dimes - Member of Greater Philadelphia Market Board (2016-Present), Planned & Major Gifts Committee (2016-Present), NJ Volunteer of the Year 2008

Association of Fundraising Professionals (AFP), Southern New Jersey Chapter - Executive Board & Past President (2011-Present)

Community Foundation of South Jersey Advisory Board (2018-Present)

Gloucester County Chamber of Commerce Executive Club (2106-Present)

Humanility - Founding Member, Board of Directors (2014-Present)

First Presbyterian Church of Grenloch - Elder (2018-Present)

Member of National Association of Charitable Gift Planners

Member of The Gift Planning Council of NJ

Member of the Estate & Financial Planning Council of Southern NJ

Member of the Association for Advanced Life Underwriting

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance Lic. #0F04707