Capital Financial Group

CONNECT

Address:

555 E. Main Street Suite 800
Norfolk, VA 23510

Phone:

757.461.2210

Jim Blassingham, III, CLU, AIF

Jim Blassingham, III, CLU, AIF

Retirement Planning Specialist

 

Before joining AXA Advisors, in November, 2001, Jim Blassingham was an associate and later an active partner with a well known firm in Hampton Roads, Spence Financial Group. In 1998 Jim founded Coastal Financial Group and in 2008 merged his firm with Capital Financial Group. Capital Financial Group provides quality Wealth Strategies, Retirement and Financial Planning, Corporate Retirement Plans, Executive and Employee Benefits and other financial services throughout Hampton Roads and Virginia. Jim has over 32 years of experience in the financial services profession as a manager, advisor and fee based financial planner, focusing on Estate and Financial Analysis and Executive and Employee Benefit Plans.
 
Jim is a 1971 graduate of Maury High School and graduate of Randolph-Macon College with a Bachelor of Arts Degree in Psychology and has obtained his professional designation of Chartered Life Underwriter from the American College in Bryn Mawr, Pennsylvania. He has the following securities registrations; Series 7, 6, 65 and 22, and is also licensed for life, and health insurance as well as variable annuity products. Mr. Blassingham recently completed the course work for a Wharton Certificate in Retirement Planning.* He has also received training to earn the “Qualified Plan Specialist” title from AXA Equitable.
 
Over his 38 year career, Jim has assisted numerous companies and business owners with the design and implementation of selective executive fringe benefits, employee benefits and wealth preservation strategies. Jim has been active with various professional organizations, including the National Association of Insurance & Financial Advisors, serving on the board and as President of the Norfolk Chapter and as a member of the Society of Financial Service Professionals, MDRT and AHIA. Jim is also a certified continuing education instructor for CPA’s and has provided seminar training for hundreds of CPA’s in our region.
 
Jim has always believed in giving back to his community and has served as an Executive Board member of Goodwill Industries, Inc., coached youth soccer and baseball. He is currently serving as Chairman of Ghent United Methodist Church’s Executive Council and is also an active member of the Virginia Maritime Association. Jim is a former member and former President of the Norfolk Jaycees and The Volunteer Connection, a United Way Agency. AGE-130114 (Exp. 10/2019)
 
Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
 
Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.
 
 

 

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 757-461-2210 Ext. 4171
Fax 800-672-4147
Mobile Phone 757-287-2818
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck