James Lapera, CPA joined Forum Financial Management in 2012 and serves as a Financial Advisor in the Skokie office. With more than 25 years in financial services, James enjoys using his financial, tax and business experience to help clients achieve their financial goals. He builds a trusting relationship with his clients to develop a full understanding of their goals, risk tolerance and income needs to create a solid financial plan.
James is a Certified Public Accountant, and he is the managing partner for Pinnacle Financial Solutions PC. He earned his bachelor’s degree in accounting from the College of Business, University of Illinois at Urbana-Champaign.