James P. “Jim” Bortolussi
CFP®, CRPC®

Financial Advisor

I always strive to put my clients' needs and best interests above everything else.
 

“I always strive to put my clients’ needs and best interests above everything else.” That’s the heart of Jim Bortolussi’s practice, and a true reflection of his lifelong Midwestern values.

Raised in a Richfield, MN family of seven, he fondly recalls a great family life and the influence of his “father’s hard work ethic, and mother’s compassion for people.” This combination of practical and personal continues in Jim’s work, where he loves the challenge of planning for each client’s unique goals and lifelong security.

A graduate of Benilde High School and St. Thomas University (B.A., Accounting), Jim has devoted his career to all aspects of finance. His well-rounded working background includes accounting, sales, recruiting, and more than a decade of financial advisory, giving him a uniquely comprehensive view of the financial landscape.

Naturally, family is also a priority for Jim and his wife Olga. The couple live in Brooklyn Park, Minnesota with their young daughter Lizzie and their rescue dog, Walker. Jim’s leisure time – what little there is with a toddler – is devoted to business books and historical novels, the Minnesota Vikings, college football, and high school hockey.

 

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While each advisor has a unique background and style, we share a common approach to service and investment.