About My Practice
Our mission is to serve our clients as their trusted advisors, helping them achieve confidence, peace of mind, and a better financial future by providing top quality fee-only financial planning and advisory services.
Jim Loquai, CRPS®, AIF®, CFP® - originally from Owatonna, MN, Jim is a Summa Cum Laude graduate of Mankato State University. Jim is the managing partner at Excel Financial LLC and has extensive expertise in the areas of :
- Financial Planning
- Investment Advisory and Management Services
- Income Distribution
- Risk Management
- Retirement Plans
Prior to joining Excel Financial, Jim was a Senior Vice President with ACS, Inc., a Fortune 500 company headquartered in Dallas, Texas. Jim and Julie have been married for 28 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Plans Specialist (CRPS(R))
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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