Jim's Succession Plan

Jim Zientara is not planning to retire, becoming incapacitated, or die.  However, no one knows what the future holds.  I value my clients and want them to know that if something does happen, I have hand-picked successors to assume my practice.  There are three in a certain order.  Here is the first one.

Mr. Joseph Raissi is the founder of Raissi & Company, Inc.  He is a Financial Advisor with Raymond James Financial Services Inc, like me.  His office is in St. Petersburg, Florida.  Mr. Raissi has a BS in Finance from the University of South Florida, and obtained his MBA degree in Finance and Investments from Oakland University.  He has been in the industry since 1983 and has been actively financial-planning since 1986. He is the author of Wealth Creation and Protection and has published numerous articles.  In his free time, Joe enjoys coaching soccer, golfing, reading books, and spending time with his family.