James M. Burnett, Jr., CPA, CFP®

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Jim has been helping families for over forty years to plan their finances in order to meet their unique financial goals. Starting out in the accounting business, Jim earned his CPA certificate in 1972 and worked with individuals and privately owned businesses.

After becoming a CERTIFIED FINANCIAL PLANNER™ practitioner in 1984, he added personal financial planning as a service of his CPA firm. In 2009, Jim sold his CPA firm, and at that time, began to concentrate his efforts solely on the financial planning practice.

He has a passion to work with individual clients to help them achieve the lives they desire. His tax and accounting background as a CPA has been invaluable in helping him to advise clients on their investments and other financial matters.

Jim earned his Bachelor of Science in Business Administration degree from Samford University with concentrations in accounting, finance and insurance. He is a member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants and the Financial Planning Association.

He and his wife, Brenda, live in Hoover, and they have a son and granddaughter in Monroeville, Alabama. He enjoys fitness activities, reading, golf and fishing. He and Brenda attend the Church of the Highlands at the Greystone campus.

You can contact Jim at jburnett@navigatewealth.com or at 205-729-5499.