Jim Donewald

Jim Donewald

Partner/Fiduciary Financial Advisor

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Phone: 281-665-3081/281-391-7608
Fax: 281-391-7609
Mobile Phone: 832-943-1100
E-mail:
 

JIM DONEWALD

Partner/Fiduciary Financial Advisor

Jim Donewald is an Independent Fiduciary Advisor and Partner with CRIS Financial LLC and CRIS Capital (Cinco Ranch Insurance Services) located in Katy, Texas.  Jim’s approach is to help clients with wealth preservation, retirement income planning and Minimal Risk Investment Strategies using Private Wealth Managers and Institutional Traders on the wholesale side.  He is also very adept at finding market alternatives with low market risk, low volatility products that not only protect their savings, but also provides many tax advantages.  While developing a customized financial program and risk analysis, Jim will walk you through a step by step process that will help you feel confident with these important decisions.  After all, it’s your retirement!

Once your goals have been established, Jim will customize appropriate strategies to suit your vision and your objectives.  He will help you execute a sound financial plan.  One of the benefits of working with Jim, is his 20+ years of experience in the financial industry and he possesses an easy to understand explanation of the financial products and services recommended. 

Jim is a Registered Investment Advisor holding a Series 65 license, Life Insurance License and is experienced with Long Term Care.  He has a Bachelor’s degree in Finance from Iowa State University.  He serves customers throughout the entire State of Texas and Illinois.  Jim has been married to his beautiful wife Debbie for 16 years and they have a 24-year-old, son Alex.

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Better Business Bureau A+