James L. Hicks, CFP®, ChFC®, ChSNC™, CFBS, CLU®, CPFA®, MBA
8444 Westpark Drive,
Suite 900
McLean, VA 22102
Why The College Funding Coach?
Education and planning are my life’s calling. I am one of the lucky ones who discovered this sooner rather than later. I love helping families and am a big family man at heart.
Area of Focus for LKS Workshops: Public and private schools in Northern Virginia and the Greater DC Area.
A Little More About Jimmy
Background: Jimmy is a CERTIFIED FINANCIAL PLANNER® professional and has been a member of The College Funding Coach® since 2014. Jimmy was awarded “Top College Funding Coach of 2019.”
He grew up in McLean/Falls Church, Virginia, and graduated from McLean High School in 1999. He then went on to attend the University of Virginia in Charlottesville, VA, and in 2003 earned his degree with distinction in History and Economics. While at UVA, Jimmy was the Treasurer and President of the Economics Club and served on the Third Year Class Council.
After a short career in sales management, Jimmy returned to the University of Virginia to earn his MBA from the Darden School of Business. He then went on to work in South Korea as a global strategist and later as Director for a start-up educational management company in São Paulo, Brazil. At the end of 2012, Jimmy returned to the United States and his hometown of Falls Church to pursue a career in financial planning.
Today, Jimmy’s mission is to make a positive difference in the lives of the families that he helps to plan wisely for the future. Jimmy is located at our Tysons, VA office at 8444 Westpark Drive, Suite 900, Vienna, VA 22182. His email is jhicks@thecollegefundingcoach.org and his direct phone line is (703) 394-7176.
Community Involvement: Jimmy is a member of the Greater Washington Association of Insurance and Financial Advisors, Committee Chair for the Washington, D.C. Estate Planning Council, and a member of Charity Baptist Church in McLean, VA.
Personal: He lives in Vienna, Virginia with his wife Debora, daughters Julia and Laura, and their feisty Pomeranian, Tiffany. In his free time, Jimmy enjoys spending time with family, golfing, and enjoying water sports.
Professional Accomplishments: NAIFA Four Under Forty (2020), Court of the Table (2022), MDRT Member (2017- 2022), Top College Funding Coach (2019)
Education: MBA, Darden School of Business – University of Virginia; BA with Distinction, History and Economics, The University of Virginia
Disclosure:
Registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). 8444 Westpark Drive, Suite 900, McLean, VA 22102. (703) 847-9660.
J.L. Hicks Financial Group and The College Funding Coach are not affiliated with MML Investors Services, LLC. California Insurance License #:0K55613. Licensed to sell securities in AL, CA, DC, MD, MA, PA, VA, & WV. Licensed to sell insurance in AL, CA, CO, DC, FL, GA, MD, MA, OK, PA, UT, VA, & WV.
CRN202503-1857686
Check the background of this investment professional on FINRA’s BrokerCheck.
Read Jimmy Hicks’s Blog Posts:
Strategies for Sending Your Children to Private Colleges Despite the Higher Costs
Stuck in the Middle: How Roth IRAs Can Be Used for College Funding
Watch Jimmy’s webinar on how Roth IRAs can be used for college funding:
