James H Meanix, CFP®, CLU®, ChFC®, AEP®, CASL®
Wealth Management Advisor


Meanix Robustelli Wealth Management Group

Jim and Michael's Professional Story

Jim Meanix's and Michael Robustelli's mission is to guide high net worth individuals through some of the most uncertain and stressful times of their lives - pre-retirement and early retirement. Jim accomplishes this by listening to you to learn about your needs and concerns, and helping you identify your financial goals and objectives.


Jim's continuing education achievements include:

CFP logo

The Certified Financial Planner™ (CFP®) certification, administered by the CFP Board

CLU logo

The Chartered Life Underwriter (CLU) from The American College

ChFC logo

The Chartered Financial Consultant (ChFC®) from The American College

The American College logo

The Chartered Advisor for Senior Living (CASL®) designations from The American College

National Association of Estate Planners & Councils logo

Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.

Jim is a fee-based financial planner within the Northwestern Mutual Wealth Management Company. Jim is one of only 145 reps out of the approximately 8,000 reps in the Northwestern Mutual Financial Network that is credentialed to engage clients in a fee-based financial planning relationship. He is also securities licensed.

Jim Meanix has been with the Northwestern Mutual Financial Network since 1983.

Associations and Memberships

FPA logo


Financial Planning Association

FPA logo


National Association of Insurance and Financial Advisors

National Association of Estate Planners & Councils logo

National Association of Estate Planners & Councils

Chester County Estate Planning Council logo

Chester County Estate Planning Council


Michael's continuing education achievements include:

ChFC logo

The Chartered Financial Consultant (ChFC®) from The American College

CLU logo

The Chartered Life Underwriter (CLU) from The American College

The American College logo

The Chartered Advisor for Senior Living (CASL®) designations from The American College

Associations and Memberships

Michael has been with the Northwestern Mutual Financial Network since 2008.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck