James_Shambo

James A. Shambo CPA/PFS

President, Lifetime Planning Concepts, Inc.

James A. Shambo is President of Lifetime Planning Concepts, Inc. a financial planning and investment advisory firm. He is a Personal Financial Specialist receiving the designation With Distinction in 1985. Mr. Shambo served on the Executive Committee of the AICPA Personal Financial Planning Division from 1990 to 1995 and served as chairman from October 1993 to October 1995. Jim also served on the Colorado Specialization Oversight Board that created the PFS designation. He is a member of the Colorado Society of CPAs. Jim was awarded the 2008 Financial Frontiers Award for Techniques in Financial Planning for his paper "The Hedonic Pleasure Index ™ - An Enhanced Model for Spending Inflation." The award presented annually by Janus Capital Group and The Financial Planning Association promotes serious research and innovative thinking on wealth management and financial planning topics. Mr. Shambo received the 1999 Distinguished Service Award from the AICPA - PFP Division and special recognition in 2011 for his years of outstanding contributions to the PFS Credential. He has been named among the Best Financial Advisers in the United States by Worth magazine for seven years and twice in Bloomberg’s Wealth Manager’s Top Dog listing. He has been listed in Accounting Today as one of the Top 100 Most Influential People and in the Names to Know in Financial Planning for several years. He has appeared on CNN, CNBC and several local network affiliates discussing financial planning and CPA financial planners.


Appearances