Our Team

James M. Pfleger, CLU

Managing Principal

As Managing Principal at Pfleger Financial, James M. Pfleger brings over 30 years of unwavering commitment to the financial industry.

Jim has developed a specialization in the Foreign National market over the last 15 years. His subject knowledge, close carrier relationships and experience in the Foreign National market add great value to his clients and partners.

Jim heads up Strategic Insurance Partnerships, bridging Pfleger Financial with outside advisory, banking, and investment practices. His collaborative approach with partners serves both foreign and domestic clients, helping to ensure tailored solutions.

His additional experience includes designing and administering Executive Benefit plans specializing in unique life and disability insurance plans for executive and professionals in the U.S. and abroad.

Jim is a Registered Representative through M Holdings Securities, Inc. He has served on several committees at M Financial, currently including the Strategic Relationship committee. He is a past qualifier for the Million Dollar Round Table and Top of the Table. He is also a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Coral Gables, and past president of the Executive Association of Greater Miami.

Jim received his degree in Business Administration from Furman University. Jim is a Chartered Life Underwriter (CLU) from the American College.

Personally, Jim is a proud member of the Orange Bowl Committee. Socially, Jim is a member of Riviera Country Club and Biscayne Bay Yacht Club.

CA Insurance License #0C82041

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients.  All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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Pfleger Financial Group, Inc.

2600 S. Douglas Rd, Ste. 1010
Coral Gables, FL 33134

phone: (305) 441-1410

fax: (305) 441-1710

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Pfleger Financial Group, Inc. is independently owned and operated. Pfleger Financial Group, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #6504112.1


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