Owners

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Kim A. McLeland, CFP®, CHFC | Retired

Kim McLeland is a native Washingtonian who has practiced financial planning since 1977 and joined in founding CJM Wealth Advisers, Ltd in 1978.

He specializes in financial planning, investments, retirement planning and asset management. Many of his clients are retired and relying on their portfolio of retirement and personal assets for the income they require for daily living. Others are accumulating funds towards the time where they will be able to stop work. He also works with a number of businesses and organizations helping them with their retirement plans or helping them invest reserve funds.

He is a Certified Public Accountant (CPA) as well as a Certified Financial PlannerTM (CFP®) practitioner, Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He practiced public accounting for several years before devoting his time to financial planning beginning in 1977.

He is an ardent supporter of the Boy Scouts and served on the board of directors of the National Capital Area Council of the Boy Scouts of America from 2000 through 2014. He is a James E. West Fellow and he and his wife have been recognized by the Council for their gift towards the construction of Camp Snyder, the Council Cub Scout Camp and training facility. In 2004 he received the Silver Beaver award from the National Capital Area Council. He also serves as his church’s representative to the National Council of the Boy Scouts of America and was on the staff of the 2005, 2010, and 2013 National Jamborees. He is a past Scoutmaster of Troop 881 in Springfield, VA, the troop to which he belonged as a boy.

Kim is also active in community affairs. He is an active member of his Rotary Club where he has twice served as President and he is a past chairman of the Rotary District 7610 Finance Committee. He and his wife are Paul Harris Fellows and have been recognized as Major Donors by the Rotary Foundation of Rotary International. In addition, he serves as the volunteer Treasurer and previously a member of the board of directors of The Army Historical Foundation whose prime mission is to receive private contributions for the construction of the National Museum of the United States Army.

Kim and his wife, Nhung, have two children, Ian and Claire. Ian, an Eagle Scout and aspiring actor, is pursuing his dream in Chicago, IL with the support of his wife Laurea. Claire spent 2014 in Vietnam teaching English classes and traveled extensively throughout the area. She later traveled to India before returning to the United States in time to surprise her brother at the opening of a play in which he was performing. She now works in Boston, MA.

Accolades

    • Silver Beaver Award - Kim McLeland (2004)
    • Top Financial Planners - Kim McLeland (2015)

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