Jim Erb in

Jim Erb

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Financial Planner at Northwestern Mutual
📍 Tampa, Florida, United States

Jim Erb is a founding partner and Financial Planner at Continuum Wealth Partners, affiliated with Northwestern Mutual since 1979. He specializes in creating multi-generational financial plans and was recognized by Forbes as a Best-in-State Wealth Advisor. Jim holds a Bachelor of Science from Florida State University and multiple professional designations, including CFP® and ChFC®.

Outside of his professional life, Jim prioritizes time with his family. He and his wife enjoy traveling and staying active, reflecting a balanced approach to life and a focus on personal well-being alongside his distinguished financial career.

Having been with Northwestern Mutual since 1979, Jim has over four decades of experience in the financial services industry.

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Experience
46 Years
Current Role
Financial Planner
Location
Tampa, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jim cares about

Multi-generational Planning
He focuses on creating comprehensive financial plans designed to serve families across multiple generations, working collaboratively with their other professional advisors.
Holistic Financial Planning
Emphasizes a collaborative approach by working with a client's attorney and accountant to ensure all planning gaps are closed.
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Career

Work history

9-1979
Financial Planner
Northwestern Mutual
In the press

Media appearances

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Education
1978 - 1984
Bachelor of Science - BS
Florida State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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