Jim Corbeau, MBA, CFP®, CDFA
Financial Advisor for Women Starting a New Chapter
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Serving Clients Nationwide
Financial Advisor for Women Starting a New Chapter
Areas of Focus
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
- Women & Wealth
About Jim Corbeau, MBA, CFP®, CDFA
Hi, I'm Jim Corbeau. I grew up near Santa Cruz, California. My parents were immigrants from the Netherlands, who came to America in the early 1960s looking for opportunities not available in post-war Europe.Growing up as a typical California “beach kid”, I surfed, swam and played water polo. Thanks to swimming – and my ability to do well on “fill in the bubble” standardized tests – I was admitted to the University of California, Berkeley after high school.
At Cal, I began studying Nuclear Engineering, but fairly quickly switched to Political Science and Economics. At the same time, I competed for the men’s swim team collegiately and represented the Netherlands internationally. Swimming gave me the opportunity to develop lifelong friendships and to travel the world.
Shortly after finishing my undergraduate studies, I completed a Masters in Business Administration degree at the University of Wisconsin, Madison, with a dual major in Finance and International Business.
I then moved to Europe and spent a decade working as a merchant banker, advising companies and high net worth investors on a range of financial matters. The work was fulfilling and challenging, and the clients and colleagues wonderful to work with, but the non-stop global travel was unsustainable.
As a result, my wife and I decided to return to California. I completed a certificate program in Financial Planning, and then opened my own independent, fee-only financial advisory practice, Maas Capital. I’ve always believed that people are best served by an advisor who’s experienced, credentialed, and fully committed to doing what’s best for the client.
After a few years in California we moved up to Oregon, where we raised our three kids. One of them is now in college, and two have just graduated (“Pony Up!” and “Hook ’em!”). As a proud parent, I can say that all three are excellent students, great athletes (the oldest won a medal at the 2024 Paris Olympics…), and even better young people. In 2024, as “empty nesters” we began dividing our time between southern Europe and the US.
In 2013, my business partner Terry Donahe and I merged our advisory practices to form Springwater Wealth. We have offices in Portland and Santa Cruz, California, and serve an amazing group of clients across the West Coast and around the world.
I’m a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst®. I’m also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.
I’m a lifelong learner and intellectually curious. Our family has always been education-oriented – my wife, sister, mother and mother-in-law are or were all teachers. I’ve taught the rigorous Investments course for the Personal Financial Planning certificate program at the University of California, Santa Cruz-Extension, and I also present fairly regularly to the public and to professional groups on a range of investment- and planning-related topics.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
5335 Meadows Road, Suite 240, Lake Oswego, OR 97035
Additional Locations
📍 740 Front Street, Suite 200, Santa Cruz, CA 95060
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
If you’d like to learn more about how we can help you build a solid plan for your future, let us know by clicking the 'Book Intro Call' button above and filling out our contact form. Or give us a call at (888) 998-4796. We'll schedule a complimentary consultation which is an opportunity for you to share with us what you’re looking for in an advisory relationship, and to see if we’re the right advisors for you. I look forward to speaking with you.Offers Investment Management
Yes
About Springwater Wealth Management
Springwater Wealth is a fiduciary financial planning firm that helps women manage their finances after the death of a spouse or a divorce. Our advisory team partners with women navigating new life chapters to achieve clarity, confidence, and long-term financial security through personalized planning and expert guidance.Based in Northern California and the Pacific Northwest, we serve clients nationwide.
In my role as Principal & Co-Founder, I advise women who are navigating a new chapter – whether stepping into financial independence for the first time or rebuilding after a loss or divorce.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst® (CDFA®), I bring specialized expertise to help you understand your options, prioritize what matters most, and build a financial plan that supports your long-term independence.
From planning for retirement and managing investments, to navigating taxes, I offer experienced, personalized guidance to help you move forward with clarity, structure, and peace of mind.
Why Our Clients Choose Us
✔️ Independent – We work only for you
✔️ Fiduciary – We always do what’s best for you
✔️ Fee-only – We don’t sell any products
✔️ Credentialed & Experienced – Benefit from our advisors’ knowledge and experience
We’re committed to providing you with clear, thoughtful and objective advice so that you can make informed choices for your financial life.
As a Springwater client, you’ll sleep well at night, because you’ll know you have a robust financial plan in place that’s tailor-made for you.
Education
University of California, Berkeley, BA, Political Science | Wisconsin School of Business, MBA, Finance and International Business
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Divorce
- Gen X
- Intergenerational Families
- Living in Retirement
- Single Women
- Widow
- Women in Transition
- Women Professionals
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