Jim McPartland,

With over 40 years of experience, Jim is honored to serve individuals and families who place their trust and confidence in him and Compass Financial Partners. Since the start of his career, his focus has been helping clients map out their financial goals so they can successfully reach their destination. He stays current with the ever-evolving financial landscape to provide a reliable compass for navigating work life, family life, and retirement.

Jim holds the RICP® (Retirement Income Certified Professional) designation, equipping him with specialized knowledge to guide clients through the transition from accumulating wealth to distributing it in retirement. He also holds a BA from the University of Iowa, as well as CLU® and ChFC® designations from The American College. An active member of NAIFA, FSP, and the Cedar Rapids Area Estate Planning Council, Jim values continuous learning and collaboration to better serve his clients.

Faith, family, and integrity are at the core of Jim’s life. Outside of work, he enjoys golf and is on a mission with his wife, Kathy, to play in all 50 states—combining his love for the game with his love for travel. As Jim says, “There’s plenty of this country I want to see, and what better view than from a golf course!”

Planning for retirement can feel overwhelming, but you don’t have to do it alone. Sit down with Jim and gain the confidence you need to navigate your financial future with clarity and peace of mind.