About James
As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... [One thing I want my clients to know about me is:] I believe that financial advice is personal; I'm here to listen first, then guide you based on what truly matters to you.
Areas of focus
Credentials & background
Designations
Licenses
Education
2008 King's College (2008)
Clients served
Registered in
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wyoming