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Colorado Springs, CO
James G. Palumbo is the founder and principal of the organization that is now doing business as Oxford Wealth Advisors, princial and Chief Development Officer at Dynamic Wealth Advisors, as well as a Private Wealth Advisor for clients. With 30 years of industry and management experience, Jim has a proven track record of serving clients with excellence. Utilizing the extensive depth of resources at Oxford, Jim’s clients are provided with advice in areas of personal and corporate finance, including estate and retirement planning, tax planning and preparation, and philanthropic counsel. Mr. Palumbo is focused on leading clients towards financial peace of mind through wise and objective counsel. His desire is for his clients to be free to invest their lives in what matters most.
Born in Detroit, Michigan, Mr. Palumbo graduated from Lakeshore High School in 1979 and went directly to Pinecrest Theological Seminary in New York. He went on to found Impact Personal Development Co., a New York consulting firm specializing in management training before bringing his experience to the Financial Services industry and launching the first iteration of Oxford in 1995. He is active in his community, ministry, and altruism through the non-profit organization he founded, EvangAlliance, Inc.
Phone: (866) 56-MONEY
1755 Telstar Dr., Suite 300
Colorado Springs, CO 80920
Fax: (956) 467-5374
Toll Free: (866)-56-MONEY Ext 7