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Portrait of James Jurica, Settlement Planning Specialist, CFP® at Minted Settlement Planning

Settlement Planning Specialist, CFP®

James Jurica

CFP®, ChFC®, CLU®, RICP®, AEP®, CIMA®. Has devoted his career to financial services, specializing in protecting and structuring personal-injury settlement proceeds for long-term stability.

Credentials

  • CFP® — Certified Financial Planner™ (fiduciary standard)
  • ChFC® — Chartered Financial Consultant
  • CLU® — Chartered Life Underwriter
  • RICP® — Retirement Income Certified Professional
  • AEP® — Accredited Estate Planner
  • CIMA® — Certified Investment Management Analyst
Structured settlements
Fiduciary planning
Estate & retirement income
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The rest of the team

More of the people behind the plan

Portrait of Chris Benson, Settlement Planning Specialist

Settlement Planning Specialist

Chris Benson

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Portrait of Gilbert Cortes, Director of Business Development

Director of Business Development

Gilbert Cortes

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Portrait of Ava Reynolds, Business Development

Business Development

Ava Reynolds

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