Profile

Contact Info:

  210.536.3203
  joliver@calvettiferguson.com

Areas of Focus
Private Clients / Real Estate / Tax

Jim Oliver, CFP/PFS, CFP(r)

OFFICE MANAGING PARTNER, TAX PARTNER

Education

Bachelor of Business Administration in Accounting from Baylor University

Summa Cum Laude, Highest Ranking Graduate from Business School, Beta Gamma Sigma

Affiliations

Texas Society of CPAs board of directors – past chairman, AICPA Council member, Any Woman Can board of directors, Impact Water financial accountability team

Financial Planning Association, Estate Planners’ Council

A Quote that Inspires Me

Our greatest fear should not be of failure, but of succeeding at things in life that don’t really matter

I’m Inspired By

The humble, caring confidence of servant leaders