James M. Philbin, CPA/PFS, MST, CFP ®
Shareholder / Director
Jim graduated from Boston College with a B.S. in Accounting and Economics. He received his M.S. in Taxation and Master Personal Financial Planner Certificate from Bentley College, with high distinction.
Jim has over 18 years of business and wealth management experience as a certified public accountant and financial planner. He has been with Braver since 1990 and a shareholder of Braver PC since 1998. As executive vice president for Braver Wealth Management LLC Jim provides comprehensive financial planning services to our clients. Jim has multiple responsibilities within Braver. He is Director of Entrepreneurial and Emerging Growth Business of Braver PC and also leads the Financial Planning Practice Group as Executive VP of Braver Wealth Management. He is a member of the Personal Financial Planning and Relations with Financial Institutions Committees of the Massachusetts Society, the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, the Ireland Chamber of Commerce in the United States – N.E. Chapter and the Boston Estate Planning Council. Jim is also a member of the Beta Gamma Sigma Honor Society. Jim is married with three children and resides in Foxboro, MA.
