James Unger CFP, CLU, ChFC, CPA

Licensed Client Liaison

James G. Unger is a Certified Financial Planner (CFP), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Public Accountant (CPA) and an LPL Registered Administrative Assistant. He brings 13 years of experience and knowledge to his role with Zoyhofski Financial. 

James currently holds the Series 7 and 63 securities registrations with LPL Financial, and is insurance licensed to offer both life & health insurance. James completed a Bachelor of Science in Finance from Bowling Green State University.