Jim Karchner, CFP®, CPA/PFS™
Designations and Licenses
Jim is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant/Personal Financial Specialist.
Experience and Education
As a senior wealth advisor, Jim works closely with his clients to develop customized financial plans to help them reach their goals and objectives. As a CPA, he incorporates tax strategies and uses his tax knowledge when creating financial plans for clients.
Prior to joining Mariner Wealth Advisors, he was partner and a senior wealth advisor at Domani Wealth where he led the firm’s business retirement plan group.
Jim has a bachelor’s degree in accounting from Penn State University. He is a member of the Financial Planning Association of Central PA and the Centre Region Estate Planning Council. He is also a member of the American Institute of Certified Public Accounts, Personal Financial Planning Section, and the Pennsylvania Institute of Certified Public Accountants.
His current and prior philanthropic endeavors include being a board member and tournament volunteer for Kicks 4 Kids Charity Soccer Tournaments, a volunteer for Centre County United Way Day of Caring, past president of Centre Soccer Association and a member of the Porsche Club of America, Keystone Chapter.