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- Education:
- BS Accounting, Boston College
- MST Bentley College
- Professional Involvements:
- Massachusetts Society of CPA’s
- American Institute of CPA’s
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About > Management Team >
James M. Philbin,
CPA/PFS, MST, CFP®
Shareholder
Office Phone: 617.559.4406
Location: Newton, MA
jphilbin@thebravergroup.com
Jim graduated from Boston College with a B.S. in Accounting and Economics. He received his M.S. in Taxation and Master Personal Financial Planner Certificate from Bentley College, with high distinction.
Mr. Philbin has over 18 years of business and wealth management experience as a certified public accountant and financial planner. He has been with the Braver Group since 1990 and a shareholder of Braver & Company, P.C. since 1998. As executive vice president for Braver Wealth Management LLC. Mr. Philbin provides comprehensive financial planning services to our clients. Jim has multiple responsibilities within the Braver Group. He is Director of Entrepreneurial and Emerging Growth Business of Braver and Company P.C. and also leads the Financial Planning Practice Group as Executive VP of Braver Wealth Management. Mr. Philbin is a member of the Personal Financial Planning and Relations with Financial Institutions Committees of the Massachusetts Society, the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, the Ireland Chamber of Commerce in the United States - N.E. Chapter and the Boston Estate Planning Council. Jim is also a member of the Beta Gamma Sigma Honor Society. Jim is married with three children and resides in Foxboro, MA.
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