Jim Marrocco

Jim Marrocco

Jim Marrocco is the owner and financial planner at Thinking Big Financial Inc., a business created to serve individuals and families with financial planning and investment management services. Jim’s mission is to help people to realize the vision for their lives by connecting their aspirations with their financial lives. He also specializes in working with the LGBTQ community. Prior to the formation of his own business, Jim was a research analyst at a long-short equity hedge fund for ten years, where he was responsible for studying companies, industries and making investment recommendations. He graduated from Georgetown University and is a CFP® Practitioner and CFA® Charterholder.