View Our Customer Relationship Summary

Jim McGoldrick, CFP

Partner, Wealth Management Advisor

Jim McGoldrick is a Partner and Wealth Management Advisor with Cane Financial Group. For over thirty years Jim has helped families, individuals and businesses with retirement distribution, portfolio design, and family legacy strategies. Since 1998 Jim has led Cane Financial Group’s financial education and retirement workshop division, which focuses on coaching Fortune 500 executives, as well as university and adult education audiences. Jim’s expertise and commitment to building long-term relationships have earned him numerous industry awards recognizing his dedication, accomplishments and service.  

Jim is a graduate of Drexel University with a Bachelor of Science degree in finance. He is a life-long learner and continually refines his financial expertise. His pursuit of education has led to his attainment of the Chartered Life Underwriter, Chartered Advisor for Senior Living, Chartered Financial Consultant, and Certified Financial Planner professional certifications.  

Jim is an advocate for his clients and the profession. He’s actively involved in the financial services profession and is a member of the National Association of Insurance and Financial Advisors. Additionally, Jim is a past recipient of the Eagle Scout Award. He lives in Hatboro with his wife Kate, and their three children: Robert, Meaghan, and Joseph. Outside of the practice, Jim and Kate enjoy visiting the kids at their respective colleges. In addition, Jim enjoys playing golf, cycling, and may just be the world’s biggest Philadelphia sports fan.   

Skip to content