About Me

Since 1989, James McGoldrick has worked with individuals and businesses specializing in retirement strategies, investments, and estate planning*. He is the founding principal of RMJ Financial LLC – a firm offering financial and retirement seminars to universities, adult education programs and Fortune 500 companies.

Jim's expertise and commitment to building long-term relationships have earned him numerous industry awards recognizing his accomplishments and service.

A graduate of Drexel University with a Bachelor of Science degree in finance, Jim passed the qualifying exams for the Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL) and Chartered Financial Consultant (ChfC) designations. He is active in the financial services industry and a member of National Association of Insurance and Financial Advisors. Additionally, Jim is a past recipient of the Eagle Scout Award and serves on the membership committee of the Philadelphia Irish American Business and Commerce Network (IABCN).   Jim lives in Hatboro with his wife Kate and their children; Robert, Meaghan and Joseph.