Jim has nearly 30 years of experience, and he is the managing director of BPM’s India Operations based in the Walnut Creek office. His areas of expertise include tax planning and compliance for high net-worth individuals, family office teams and corporate executives. Jim’s accounting experience includes divorce planning for high-net-worth individuals on a national platform and exit planning for a publicly-traded company’s CEO.
Jim Fitzgerald holds an active CPA license in California.
In his spare time, Jim enjoys working on his sailboat, sailing and fly fishing in Yosemite
Certified Public Accountant (CPA)