James R. Sickorez

Jim is the founding principal of College Planning Solutions®, a planning firm specializing in college funding and the financial aid process.  Jim began his career in the Financial Service Industry, after graduating from Jacksonville University, (FL) in 1991 with a Bachelor of Science degree in Marketing.  As the only firm south of Boston specializing in college planning and the financial aid process, we pride ourselves on one thing… making college affordable™ thus earning a reputation for excellence in our industry.

For more than 18 years Jim has been assisting individuals, parents and business owners with retirement, investment, and comprehensive college planning services.  Since College Planning Solutions® is privately owned, we have a wider range of objectivity in our choices for our clients due to the absence of third-party influences. The end result is we can be extremely discriminating in our advice and recommendations.  Many of our clients come to us through dissatisfaction working with large, impersonal, high turnover companies where they are not familiar with the complexities college planning and the financial aid system presents families.

As an educator, speaker, and writer, Jim works to educate the public on various financial issues facing families today.  He often speaks to different organizations regarding funding strategies for college and the importance of balancing retirement planning.  Topics that are a growing concern for both parents and grandparents alike. He is a member of the National Association of Securities Dealers (NASD) and is Series 6, 63, and 65 licensed.

When not assisting his clients, Jim enjoys his family time with his wife, Kristin and daughters Kayleen and Katie.  He is an active member of his community, has participated on various community boards, is an Officer of the Marshfield Chamber of Commerce, is on the Board of Directors of the Marshfield Boys & Girls Club, a member of the Ancient and Honorable Artillery Company of Massachusetts, and is a member of both the Massachusetts School Counselors Association and the Massachusetts Association of Student Financial Aid Administrators. Jim is also a Volunteer/Mentor for the National Foundation for Teaching Entrepreneurship.  Jim and his family reside in Marshfield, MA.