James E. Whistler, JD, MSFS, ChFC, CFP,
Managing Director, San Diego Office

Jim Whistler is CCi’s Managing Director in San Diego, and an active consultant specializing in executive compensation planning, retirement and other employee benefit plans. For more than 30 years, Jim has focused on creating benefits solutions that meet the needs of executives and highly compensated individuals.

Jim is a member of the San Diego, California and American Bar Associations and their committees on taxation and trust, probate and real estate. An active member of IAFP and AALU, Jim is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is a frequent lecturer and instructor, and regularly presents professional seminars on non-qualified plan designs and financing.

He recently wrote a feature article for the San Diego Business Journal entitled “How You Can Get the Most Out of Your Pension.”

Jim received his bachelors of science and J.D. degrees from the University of Idaho and MBAs in Management and Financial Services from the American College.