Jim Loquai CFP®, CRPS®
James “Jim” Loquai is one of the original partners who established Excel Financial. He was born in Owatonna, Minnesota, and resides in Parrish, Florida with his wife Julie. Jim is an avid history buff who enjoys golfing, water skiing, working out, and traveling with Julie. Jim is a CFP® professional and holds the Chartered Retirement Plans Specialist™ (CRPS®) designation. He works primarily with individual investment advisory and financial planning clients. Prior to joining Excel Financial, Jim spent 25 years in the Information Technology industry first as a software engineer and eventually as a senior executive. He is a graduate of Mankato State University (now Minnesota State University) with a bachelor’s degree in business, information technology and economics.
