Professional

Experience & Education:

Jim Daffin is full of compassion and understanding when it comes to working with our clients. He genuinely cares about helping people secure a solid financial future. Jim develops strong relationships with clients in order to offer them the support and guidance they need throughout the entire process.  At Plummer, Daffin & Associates, Jim provides his clients with a balanced approach and a personalized financial plan that has a firm foundation in his client's beliefs, and addresses their hopes for the future. 

Jim Daffin graduated from Miami University in 2008 with a BA in Psychology and a minor in Management and joined Northwestern Mutual in 2008.

PROFESSIONAL CREDENTIALS:

  • Chartered Life Underwriter, CLU® 
  • CFP®
  • Chartered Advisor on Senior Living, CASL®
  • Chartered Financial Consultant, ChFC®
  • Retirement Income Certified Professional RICP®

Physicians Nationwide

Jim Daffin is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

 

 

Years of Experience

Representing Northwestern Mutual since 2008.

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

James H Daffin, CFP®, CLU®, ChFC®, CASL®, RICP®
Financial Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck