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Jim Uren, CFP®

Jim Uren, CFP®

Jim Uren, CFP®

Jim Uren is a financial advisor at Phase 3 Advisory services. He has a CFP® certification and has worked for over 20 years in the financial planning space.

Buffalo Grove, IL

A man analyzing financial data and charts on his laptop.
A man analyzing financial data and charts on his laptop.
A man analyzing financial data and charts on his laptop.

Financial Planning

Financial Planning

Financial Planning

Crafting a Solid Future: How Every Long-Term Care Financial Plan Begins

Aug 25, 2023

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401 Harrison St UNIT 5A
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© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

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Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

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Blog

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Advisors and Agents

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Carriers and Distributors

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