Jim Dubina

Financial Advisor
LPL Financial at Firehouse Financial

CA Insurance License #4438337

Phone Icon (469) 755-9598
Email Icon jdubina@firefirstcu.org

 

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Jim Dubina

 

“I live daily quoting Benjamin Franklin ‘If you fail to plan, you are planning to fail’, and use it to help members create a financial plan for their future. With so many uncertainties, investors can face what seems like insurmountable financial challenges. I strive to guide our members on how to overcome these obstacles and work together on creating a custom strategy to fit their financial goals.”

 

Specialty

Jim uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning and intergenerational asset transfers.


Education and Experience

Jim studied Business Administration and Finance at Arizona Christian University, Phoenix. He has worked in the financial services industry since 2006 and joined Firehouse Financial in 2023.


Jim is a Financial Advisor through LPL Financial. He holds his Series 7 and Series 66 licenses. He is securities licensed in AZ, CA, TN, and TX. He is also insurance licensed in AZ, CA, TN, and TX.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value


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