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R. James Lubecki, CLU, ChFC, LUTCF, RFP Vice President, Life, Health and Financial Services Producer lubecki@evergreeninsurance.net Since joining Evergreen Insurance Associates, LLC in 1995, Jim has worked with both individuals and companies to develop strategies to address their short- and long-term financial goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Financial Planner (RFP), Jim brings more than 17 years of financial planning experience to his role at Evergreen. Prior to joining the firm, he was employed as an advisor for Prudential Insurance Company of America. Jim attended California University and holds a bachelor’s degree with concentrations in finance and marketing. He was conferred as a Life Underwriter Training Council Fellow (LUTCF) in 2000, earned the Chartered Life Underwriter (CLU) designation in 2003 and the Chartered Financial Consultant (ChFC) designation in 2005. Jim previously served as president and member of the board of directors of the Westmoreland Association of Insurance and Financial Advisors. He is also a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors; both of which are national associations focused on establishing and maintaining professionalism in the financial planning and life insurance fields. Jim resides in New Stanton, PA with his wife and children.
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