James Underhill, CFP®, MBA
Wealth Advisor, Founder
Jim Underhill, CFP®, MBA is the founder and Managing Member of Underhill Financial Advisors, LLC, a full-service wealth management firm based in Tucson, Arizona. The firm works best with successful families, business owners and corporate managers facing significant transition.
Jim is a CERTIFIED FINANCIAL PLANNER Professional® with over 26 years’ experience managing clients’ portfolios—Underhill Financial Advisors, LLC services clients in 33 states.
Jim has a Mechanical Engineering degree from The University of Missouri and an MBA from the University of Pittsburgh. He is a past Board President of the Southern Arizona Estate Planning Council, a member of the Financial Planning Association, the University of Arizona Foundation’s Planned Giving Professional Advisory Council, and The UofA Personal & Family Financial Planning Advisory Board.
The cornerstone of Jim’s practice is that each client has a personalized financial plan to guide them through life’s transitions. Our planning process simplifies our client’s lives by creating a clear roadmap for their future.
Jim lives in Tucson and has been married to his wife, Suzanne, for 37 years. They have two sons, Jonathan and Jordan.