Log in
Log in
Skip to main content
Advisor Image

James I Pace

Advisor Image
James I Pace
Associate
.
MBA, ChFC®, LUTCF®, FIC, RICP®
Part of the Capital Advisory Group practice
1645 Plm Bch Lks Blvd Ste 1200
West Palm Beach, FL 33401
Personal Profile
Personal Profile
    In 2009, after a 34 year career as a manager in government, I knew that God was calling me for a change.  I wasn’t really sure where I was being called but I knew that there were a couple of conditions that I needed to meet.  Whatever I did had to be service oriented and edifying to God.      At first I was leaning towards becoming a lay minister in the Church.  However, after prayerfully considering it, it was clear that that was not where my particular skill set was.  So, I began considering the gifts God has given me.      Nancy, my wife, and I had owned a couple of businesses for the past 15 years and I enjoyed dealing with the financial and managerial responsibilities.  I also found that helping my colleagues and friends through the maze of issues to consider when retiring from government was extremely rewarding for me.      Having  become a member of Thrivent when it was Lutheran Brotherhood more than 40 years ago it occurred to me that this is where I could use the talents God gave me.  Helping my brothers and sisters in Christ manage their financial assets wisely and prepare financially for the future greatly appealed to me.      An organization made up of Christian members was a perfect pairing for my Christian calling and my talents It was and remains the perfect fit!.  So, I retired from the Federal Government and I joined Thrivent in 2009.      It has been an incredible blessing to work with such a great organization and to feel part of every member’s  family.  I love where God has placed me to serve with Thrivent and look forward to working within the organization for many years to come.
Education and Accomplishments
  • M.B.A., City Univ. 1985
  • B.S. Biology U. Mass. 1975: 
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law Life & Health Insurance License in AL, DC, FL, GA, IO, MD, TX, VA.
  • ChFCr (Chartered Financial Consultantr), a designation granted by the American College, Bryn Mawr, PA.
  • CLTCr (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification.
  • LUTCFr (Life Underwriter Training Council FellowSM), a designation jointly conferred by The College for Financial Planning and NAIFA.
  • RICPr (Retirement Income Certified Professional), a designation granted by the American College, Bryn Mawr, PA.
  • Million Dollar Round Table (MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.)
  • Member, National Association of Insurance and Financial Advisors
 Awards:
  • National Association of Fraternal Insurance Counselors, Quality Award (The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service. More information about this recognition can be found at www.naifa.org/membership/awards/quality-award.)
Community Involvement
Community Involvement
  • .  Volunteer for Habitat for Humanity.
  • Member of Trinity Lutheran Church in Delray Beach where I currently sing in the choir and serve as Elder. 
  • Volunteer at the Red Cross Pheresis donor program. 
My qualifications
  • Masters in Business Administration
  • Chartered Financial Consultant®
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Florida
  • Georgia
  • Iowa
  • Maryland
  • Pennsylvania
  • Texas
  • Virginia
  • Washington DC

Insights

View all 
Insight image
There's still space available at our free Economic Update Webinar! Get insight about market fluctuations, interest rates, domestic and global economic uncertainty. Don’t miss this opportunity to learn how to invest wisely. Register Today: https://thrivent.zoom.us/webinar/register/WN_HyVr0vOHTWO2IhO4bmM0lQ No products will be sold. For more information visit Thrivent.com/social.
Insight image
There's still space available at our free Economic Update Webinar! Get insight about market fluctuations, interest rates, domestic and global economic uncertainty. Don’t miss this opportunity to learn how to invest wisely. No products will be sold. Register Today: https://thrivent.zoom.us/webinar/register/WN_HyVr0vOHTWO2IhO4bmM0lQ
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations